Securing Documents
Word Trust Center/Protected View options can impact your ability to see generated documents and should be disabled before you begin using X-Author for Contracts. Clearing the protected view settings will remove the ribbon displayed when you view a document. If you do not clear these settings, when you click Enable Editing, the generated document closes and a new blank Word document is displayed in its place.
To secure and control documents
- You must have a valid Salesforce (SFDC) account with an Conga CLM license.
- X-Author for Contracts must be installed on your local machine with an X-Author for Contracts license.
- Start Word and click to display the Word Options dialog.
- Select the Trust Center sidebar option and then click Trust Center Settings.
- Select the Protected View sidebar option and then clear the three Protected View 3.options.
- Click OK for each of the two dialog boxes to complete the procedure.
