Conga Product Documentation

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Setting Up X-Author Contracts

To use X-Author Contracts, along with installing the Microsoft Word Add-In, system administrators may need to configure Salesforce objects to ensure X-Author Contracts is correctly associated with Microsoft Word.

For the X-Author Contracts Add-In to work, the Apttus Contract Management package must be installed in your Salesforce Org. This is required so that the various dialog boxes available in X-Author Contracts can display the correct fields. Once this is done by your system administrator, you will be able to install the X-Author Contracts Add-In and begin using it.

For more information, refer to Installing the X-Author Contracts Add-In.