Setting Microsoft Word Protected View Options
Microsoft Word Trust Center/Protected View options can impact your ability to see generated Agreement documents and should be disabled before you begin using X-Author 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 set Protected View Options
- Start Microsoft Word and select to display the Microsoft Word Options dialog.
- From the left navigation pane, select .
- Clear the three Protected View options.
- Click OK for each of the two dialog boxes to complete the procedure.
The next time you open a Microsoft Word document from Salesforce, no Protected View ribbon will be displayed at the top of the Microsoft Word window.
Note: When you use Microsoft Word in a browser, the X-Author for Contract Add-in is not supported.