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Conga Support

True-Up All Overview

What is True-Up All?

The True-Up All feature allows you to accept and sync all negotiated changes to a contract at once, rather than approve them one by one. See Redlining and True-Up features for more information on True-Up. 

How to Enable True-Up All

If you are an existing customer, you must enable True-Up All in the Custom Settings > Conga General Settings. For existing records, Salesforce will always default this setting to false.  To enable True-Up All, take the following steps:

  1. Navigate to Setup in Salesforce by clicking the Setup gear wheel icon. 
  2. Type in "Custom Settings" in the Quick Find search box and click Custom Settings.
  3. Click Conga General Settings.  
  4. Click Manage.
  5. Click New.
  6. Set Enable True-Up field all to True.
  7. Click Save.

How to Disable True-Up All

You can disable True-Up All with the following button codes:

If you disable True-Up, then True-Up all is also disabled. To disable True-Up and True-Up All:

{!URLFOR($Action.Contract.APXT_Redlining__View_Redlines, null, [altId=Contract.Id, disableOpenInWord=true, disableNegotiate=true, disableTrueUp=true, disableSavePdf=true, enableRecursiveMergeSync=true], false)}

To enable True-Up, but disable True-Up All:

{!URLFOR($Action.Contract.APXT_Redlining__View_Redlines, null, [altId=Contract.Id, disableOpenInWord=true, disableNegotiate=true, disableTrueUpAll=true, disableSavePdf=true, enableRecursiveMergeSync=true], false)}

How to use True-Up All

After you've created a contract and completed the negotiation process, you can True-Up All your changes by taking the following steps:

  1. In Salesforce, navigate to your contract and click on View Redlines.
  2. Click on the True-Up dropdown menu and select True-Up All.
  3. When the True-Up All scan is complete, click Done. A confirmation message displays: All True-Up changes complete.