Easily Insert Option Field in the General Contract

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How to Insert Option Field in the General Contract

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hi this is rhiannon from the contract express team this video will show you how to insert fields or variables into your templates there are two ways to do this the first is to insert the field directly into your document to do so select the text you wish to replace and press the insert field button this brings up the variable editor give your variable a name for your own reference and then enter the question you wish the end user of the template questionnaire to be asked to collect different types of data such as dates or numbers you may select the relevant variable type from the drop down press ok and the variable is inserted into your document and added to your dictionary you will also see a pop-up asking whether you would like to replace all instances of the text you selected to do so select yes the second way to create variables is by selecting the plus icon and then new variable from inside the dictionary editor this brings up a docked version of the variable editor you can then e

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How do you insert a field in a Word document?

From the Insert tab on the Ribbon, in the Text group, select Quick Parts and then select Field . In the Field dialog box, from the Field names list, select the field. You can filter this list by selecting Categories . Customize the field by selecting any properties options you desire and then click OK to insert it.

How do you add fields to a conga template?

To insert fields in a template Open a template in X-Author for Contracts. In the Work tab, click Fields. Put the cursor in the template text where you want to insert a field and click Insert Field. Select an Object (For example, Agreement) from the left column. After selecting the required fields, click Insert.

How do I add a field to a conga template in Salesforce?

To insert fields in a template Open a template in X-Author for Contracts for Conga CLM (Contracts for Salesforce). In the Templates pane, go to Work and click Fields. Place the cursor in the section of the template text where you want to insert a field and click Insert Field.

What is the definition of smart merge fields?

Smart merge fields are specialized merge fields that can retain the Apttus field definition even after the Merge Server generates the Agreement document. This feature helps for reconciling the document which is explained in detail in the Reconciliation section.

How do I add a table to a conga template?

Insert a Table. Within the document editor, open the Table dropdown. Hover over Insert Table. Edit Table Properties. Use Table Properties to set overall dimensions and configure the tables appearance. Settings like border color, border width, and background color must be set at the individual cell level.

How do I add a merge field in Conga?

You can insert merge fields and modify text by selecting a word or text area on your document. The syntax for what we call a text-based merge field is as follows: {{ACCOUNTNAME}} . In Word document templates, you can use special merge fields. To view a list, see Special Merge Fields in Word Templates.

How do I edit an existing conga template in Salesforce?

Click the Gear Icon in the Navigation Toolbar, and click the Creation Templates link. In the Creation Template Browse screen, locate the template you want to edit. Click on the template record to display its Creation Template Edit screen, and edit the template: Rename the template or change its description.

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