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Conga Support

Creating Clause Revisions

This page applies to: Conga Contracts for Salesforce
This page applies to: Conga Contracts Business Edition

Updating a clause in the Clause Library is a manual process completed by the admin.

  1. Navigate to the Clause record you want to update.
  2. Click Edit.
  3. Make the desired changes to the text.
  4. Click Save.  The updates are reflected in the clause.
  5. A new revision is stored under Clause Revisions.

The latest revision of the clause is used going forward.

What happens to the clause library if a clause is updated?

The clause library is not updated. The clause appears as a revision in Conga Contracts for Salesforce for Salesforce. The revisions are stored on the given object in Salesforce as revisions.