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Conga Support

Using the editor

What

Documents and Templates created in Conga Collaborate are web-based. This means the content actually lives in HTML-based pages. When drafting a document or Template,  you’ll find the editing toolbar located across the top of the page. At Conga Collaborate, we often call this the Editor.

Why

We provide a robust online Editor so that you can build web-based Templates, documents, and Pages directly in our platform.  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 allows your users the flexibility to edit Conga Collaborate content online in their documents before sending, even when they start from a Template.

How

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

Item

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 who would like to 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 bullet list. Choose bullet style from dropdown menu.

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Add number list – choose format 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

Updates automatically (with each edit to the page) to show when the document was last saved – you can click the icon to manually save the document.

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Expands/Collapses the Document Header

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