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.

Prerequisites

  • 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.

To secure and control documents

  1. Start Word and click File > Options to display the Word Options dialog.
  2. Select the Trust Center sidebar option and then click Trust Center Settings.
  3. Select the Protected View sidebar option and then clear the three Protected View 3.options.
  4. Click OK for each of the two dialog boxes to complete the procedure.