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Conga Support

Comparing Document Revisions in a Creation Template

You can view a list of all the revisions, as well as the original MS Word document used to develop the creation template. You can also run a comparison between document revisions to quickly identify the differences and download any of the documents if further revisions are necessary.

1.  Click Admin in the Navigation Toolbar, and click the Creation Templates link.

2.   In the Creation Template Browse screen, locate the template containing the document revisions you want to compare.

3.  Click on the template record to display its Creation Template Edit screen.

4.  Click View Documents in the toolbar.

5.  In the Creation Template Documents window, click Compare Revisions.

CTCompare1.png

6.  When the screen refreshes, select the check boxes for the two versions of the document you want to compare, and click Compare.

CTCompare2.png

7.  In the Preview screen, review the differences between the two documents.

  • Added information displays in red text that is underlined.
  • Deleted information displays in red strikethrough text.

CTCompare3.png

8. (Optional) Use the icons in the toolbar to perform tasks, such as printing, downloading, searching, and opening the document in MS Word.

9.  Click Icon Close.png to close the Preview screen and Creation Template Documents window.