![]() The template is locked by you you can continue to work on the template. The saved template is opened in the same Microsoft Word instance. A DOCX copy of the template is added in the Notes & Attachments related list in Conga CLM. A new template record is created for the template if this is the first check-in and a template version is created if it is an already existing template. Your template is checked in to Conga CLM. You must activate a template to use it for generating an agreement document. Select the Active switch to 'On' to activate the template. Maximum of 255 characters (an error will be thrown if this limit is exceeded).Įnter new guidance or modify existing guidance to help users determine the purpose of the template. Identify a date for the next revision of the template.Įnter a new description or modify the existing description for the template. Keywords make it easier to search the templates. If "ISO" is selected, Currency fields will be generated with a space between the ISO code and the field value.Įnter a number from 0-9 to define the precision for Number/Percent field values in the template (e.g., "2" if the Number/Percent field should display two digits following the decimal point.)Įnter a number from 0-9 to define the precision for Currency field values in the template (e.g., "2" if the Currency field should display two digits following the decimal point.)Įnter comma-separated keywords to associate with the template. If "Currency Symbol" is selected, Currency fields will be generated with no space between the symbol and field value. Choose "None" to only display Currency field values in generated documents. Select an option from the drop-down to choose the format for all Currency fields in the template. If your Template's Agreement Type matches with the Agreement Type of your agreement record, you will see that template in the list of available templates at the time of document generation. The value of Agreement Types decides which templates are available at the time of agreement generation. You can only update this checkbox while checking-in a template the first time.įrom the drop-down, you can select multiple Agreement types to associate with your template. ![]() This field is only displayed when you select Clause as type and Agreement (Apttus_APTS_Agreement_c) as a business object while creating a template. Select the checkbox to create an alternate clause. You cannot edit the business object during check-in. It displays the selected business object. You cannot edit the type during check-in. You cannot edit the current version while check-in. It displays the current version of the template.
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