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Conga Support

Viewing Clause Revisions

A revision history record is automatically generated whenever an edit is made to the text for a clause. The default view in the Clause History screen is the current version of the clause, but you can also view previous versions, along with the name of the user who made the revision.

  You can search and report on the text revisions that have been made to the clauses in your library.

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A

Navigation Toolbar

Click on My Place to display the menu, and then click on Clauses to display your Clause Browse screen.

Note: Categories, as well as other ways to group clauses (e.g., name, type, security level) display as gray headers.

B

Clause records

Locate the clause whose revision history you want to view, and then click on it to display its Clause Profile.

C

Search option

If you want to quickly locate a specific clause, type the first few letters of the clause name in the Search field, and click the icon. To clear the filter, click on the icon.

Note: You can also sort the clauses in ascending and/or descending order by name, type, and security level by clicking (and toggling) on the Name, Type, and Clause Security column headings. If you are grouping clauses by something other than category, the Category column is also listed and can be sorted in ascending and/or descending order.

Important: Use the Search Filter to limit the fields that are searched by clicking on the button to display a list of searchable fields. Select only the check box(es) for the field(s) you want to search to guarantee accurate results.

My Clauses20

D

View History button

Click to refresh the screen and display information on the revisions made to the clause's text.

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E

Current Clause record

View the latest revision(s) made to the clause text. Text that has been deleted displays with a pink background and contains the strike-through feature. Text that has been added displays with a light green background.

F

Current list

View the name of the person who made the current revision to the clause text, along with the revision date.

G

Previous list

View the name of the person who made the previous revision to the clause text, along with the revision date.

My Clauses22

H

Previous list

Make a different selection in the list if you want to view a previous version of the clause.

I

Previous Clause record

View the revisions made to the clause in the earlier version.

If there is more than one previous version of the clause, you can view the differences between the revisions by making the appropriate selections in the Previous and Current lists. In the example below, the differences made by the Novatus User on January 16 and February 16 are displayed.

My Clauses23

J

Previous list

Select a version of the clause (e.g., original version created on 1/16/2016).

K

Current list

Select another version of the clause (e.g., version created on 2/16/2016).

L

Clause record

View the differences between the versions. Text that has been deleted displays with a pink background and contains the strike-through feature. Text that has been added displays with a light green background.

Note: When the selection in the Previous list and the Current list are the same, an unedited version of the clause displays.

M

Hide History button

Click to hide the clause revision history.

 

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