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Conga Support

Using the Document Editor

What

When drafting a document or template,  you’ll find the editing toolbar located across the top of the page, called the editor. The editor provides easy formatting tools to directly manipulate the HTML that your content is built on.

Why

Conga Collaborate's robust, online editor allows you to build web-based templates, documents, and content pages directly in Conga Collaborate.  And while many of Conga Collaborate’s features allow you to streamline and automate document creation through your templates and data-driven logic, we understand that many clients have use cases that involve manual customization of a document before sending. Conga Collaborate’s editor gives your users the flexibility to edit content online in their documents before sending, even after starting from a template.

How

Here’s a quick rundown of tools in the editor toolbar:

Tool

Action

Table of Contents

Opens/Closes the Table of Contents

File

Convert to Template, Delete, Duplicate, Back to Documents

Edit

Cut, Copy, Paste, Select All, Find and Replace, Show Blocks, Source Code

Editing source code is helpful for technical admins or users who would like to directly edit the HTML of the document. This feature is not available on contracts.

Insert

Insert images and other types of content, tables, anchors, links, special characters or page breaks; add content through Responsive Layout

Format

Headings, Blocks, Alignment, Font, Size, Line Height, Strikethrough, Subscript, Superscript

Table

Insert or edit a table

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Undo last action

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Redo last action

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Bold selected text

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Italicize selected text

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Underline selected text

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Left align selected text

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Center selected text

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Right align selected text

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Add bulleted list - choose bullet style from dropdown menu

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Add numbered list - choose number style from dropdown menu

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Decrease indent

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Increase indent

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Add a link

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Edit an image

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Clear formatting

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Change text color

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Change background color

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Turn Spell Check on or off

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Insert a variable

Change the Font Family

Saved status indicator

Updates automatically (with each edit to the page) to show when the document was last saved.

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Expands/collapses the Document Header

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