X-Author for Contracts Advanced for Advantage Platform

Adobe Sign Services Advantage Platform Administration Approvals for Advantage Platform Approvals for Salesforce Billing for Advantage Platform Billing for Salesforce CLM for Advantage Platform CLM for Salesforce Contracts for Salesforce Collaborate Composer for Advantage Platform Composer for Salesforce Contracts Conga for Google Docs Conga Upgrade Program Contract Intelligence (Standalone)CPQ for Advantage Platform CPQ for Salesforce Deal Maximizer Digital Commerce for Advantage Platform Digital Commerce for Salesforce Discovery AI for Advantage Platform Discovery AI for Salesforce Docusign Services eSignature Integration with Advantage Platform Grid Invoice Generation Mix Forms Orchestrate Order Management for Advantage Platform Order Management for Salesforce Partner Commerce for Advantage Platform Partner Commerce for Salesforce Quote Generation Sign for Advantage Platform Sign for Salesforce Smart Search TurboEngines X-Author for Contracts 1.0 (Classic)X-Author for Contracts X-Author for Contracts Advanced for Advantage Platform X-Author for Contracts Advanced for Salesforce X-Author for Excel X-Author for Migration Manager Release Notes General

Adobe Sign Services Advantage Platform Administration Approvals for Advantage Platform Approvals for Salesforce Billing for Advantage Platform Billing for Salesforce CLM for Advantage Platform CLM for Salesforce Contracts for Salesforce Collaborate Composer for Advantage Platform Composer for Salesforce Contracts Conga for Google Docs Conga Upgrade Program Contract Intelligence (Standalone)CPQ for Advantage Platform CPQ for Salesforce Deal Maximizer Digital Commerce for Advantage Platform Digital Commerce for Salesforce Discovery AI for Advantage Platform Discovery AI for Salesforce Docusign Services eSignature Integration with Advantage Platform Grid Invoice Generation Mix Forms Orchestrate Order Management for Advantage Platform Order Management for Salesforce Partner Commerce for Advantage Platform Partner Commerce for Salesforce Quote Generation Sign for Advantage Platform Sign for Salesforce Smart Search TurboEngines X-Author for Contracts 1.0 (Classic)X-Author for Contracts X-Author for Contracts Advanced for Advantage Platform X-Author for Contracts Advanced for Salesforce X-Author for Excel X-Author for Migration Manager Release Notes General

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

X-Author for Contracts Advanced for Advantage Platform

X-Author for Contracts Advanced for Advantage Platform Contents

About X-Author for Contracts

What's New in X-Author for Contracts Advanced

X-Author for Contracts for Administrators

X-Author for Contracts for Users

X-Author for Contracts for REST API Developers

Community & Learning Center Resources

What's New in X-Author for Contracts Advanced

This section lists changes in the documentation to support each release.

202502.1.0


Document	Publication Date	Topic	Description
202502.1.0 Release	07 March 2025	To insert fields in a template	Updated Step 4.
		To insert fields in a template as a section	Updated Step 5.
		Inserting Fields in a Template as a Table	Updated Step 5.
		Inserting Fields in a Clause as a Table	Updated Step 5.

202501.3.0


Document	Publication Date	Topic	Description
202501.3.0 Release	26 Feb 2025	Making Columns and Rows Conditional in a Repeat Table and Repeat Section	Added the following note: "You can search for fields to quickly make selections."

202501.2.0


Document	Publication Date	Topic	Description
202501.2.0 Release	26 Feb 2025	To review Doc Clauses	Updated Step 2 and 3.
		To review Doc Fields	Updated Step 2 and 3.
		To open or open and update a contract document	Updated Step 3.
		Inserting Fields in a Clause as a Table	New Topic

20212.2.0


Document	Publication Date	Topic	Description
20212.2.0 Release	30 Jan 2025	Installing X-Author for Contracts Advanced	Added a note that Government cloud customers must contact Conga Support for additional installation steps.
		Checking in a Contract Document	Updated Step 5.
		Connect to CRM REST API	New Topic

202412.1.0


Document	Publication Date	Topic	Description
202412.1.0 Release	30 Jan 2025	Working with Contract AI	New Topic
		Using AI Comparison for the Clause Library	New Topic
		Using AI Comparison for Doc Clauses	New Topic
		Asking Questions with Conga Copilot	New Topic
		Viewing the Conga Copilot Summary	New Topic
		Configuring Action Permissions for the Agreement Object	Updated Steps 1-4

202411.2.0


Document	Publication Date	Topic	Description
202411.2.0 Release	12 Dec 2024	Setting Segments in Templates	Updated "To make a Segment Conditional in a template section".
202411.2.0 Release	12 Dec 2024	Reviewing Import Results	Updated "To Review Doc Fields" and "To Review Doc Clauses" sections.

202409.2.0


Document	Publication Date	Topic	Description
202409.2.0 Release	9 December 2024	Reconciliation	Updated Behavior and Limitation section.
	12 Nov 2024	Clauses	Added best practices to the overview.
	28 Oct 2024	Using the Clause Library for a Template	Added a note about cut and paste support for clauses within templates after Step 6.
		Checking in Templates	Added a note about handling special characters in document names for Microsoft O365 and Microsoft Word 2021.
		Creating Offline Agreements	Updated the table of fields and descriptions.
		Importing Offline Contracts	Added Step 6 and Step 7.
		Checking in a Contract Document	Added Step 5.
		Protecting and Unprotecting a Document	Added Step 10.

202409.1.0


Document	Publication Date	Topic	Description
202409.1.0 Release	12 Oct 2024	Working with Conga Copilot	Removed prerequisite and added the Asking Questions for Any Document section.

202408.2.0


Document	Publication Date	Topic	Description
202408.2.0 Release	14 Sep 2024	Updating Fields from Conga CLM	New Topic
202408.2.0 Release	14 Sep 2024	Inserting Fields in a Template	Updated Step 4

202408.1.0


Document	Publication Date	Topic	Description
202408.1.0 Release	04 Sep 2024	Opening a Contract Document	Updated the note after Step 4.
		Inserting and Deleting Clauses	Removed Behavior and Limitation section with workaround to a known issue where users had to add a space before and after inserted clauses.
		Using Clause Library for Template	Removed the restriction note about needing to check-in a template before inserting a clause from the clause library.

202407.2.0


Document	Publication Date	Topic	Description
202407.2.0 Release	26 Aug 2024	Installing X-Author for Contracts Advanced	New Topic
202407.2.0 Release	19 Aug 2024	Viewing X-Author Templates in Conga Drive	New Topic

202407.1.1


Document	Publication Date	Topic	Description
202407.1.1 Release	08 Aug 2024	Sorting Repeat Table Line Items on a Single Column	New Topic
		Doc Clauses	Updated Step 4 of to View a Clause and updated the note after Step 5. Changed mentions of "Marked for Removal" to "Marked for Delete".
		Doc Fields	Updated Step 5 of To View and Change Fields and updated the note after Step 9. Changed mentions of "Marked for Removal" to "Marked for Delete".
		Checking in a Contract Document	Updated Step 6.
		Opening a Contract Document	Updated Step 3 of To Open or To Open and Update a Contract Document and updated the note after Step 4.
		Promoting Clauses to Clause Library	Updated the Category and Subcategory descriptions in the table.

202406.2.0


Document	Publication Date	Topic	Description
202406.2.0 Release		Creating New Templates	Updated Name table entry.
202406.2.0 Release		Viewing and Replacing Alternate Clauses	New Topic

202405.2.0


Document	Publication Date	Topic	Description
202405.2.0 Release	12 Jun 2024	Admin Settings for X-Author for Contracts Advanced on the Conga Platform	Updated the XAAddInLoadType entry in the System Property table and added a link to CLM Setup in the Custom Permissions Specific to CLM for X-Author for Contracts on Conga Platform section.

202403.3.0


Document	Publication Date	Topic	Description
202403.3.0 Release	18 Apr 2024	Defining Template Locale	New Topic
		Changing Field Format by Locale	New Topic
		Reviewing Import Results	Updated Step 2

202403.1.0


Document	Publication Date	Topic	Description
202403.1.0 Release	20 Mar 2024	Doc Fields	Updated Step 5 in the Marking Fields for Removal section. Updated Step 5 and Step 6 in the To validate fields section
		Doc Clauses	Updated Step 4 in the Marking Clauses for Removal section.
		Preview Reconciliation	Updated Step 3.
		Reconciliation	Updated Step 6.

202402.1.0


Document	Publication Date	Topic	Description
202402.1.0 Release	26 Feb 2024	X-Author for Contracts Advanced for REST API Developers	Updated the API section with an introduction and link to the Conga Developer Portal.
202402.1.0 Release	21 Feb 2024	Preview Reconciliation	Updated the overview, Step 3, and Step 5.

February '24


Document	Publication Date	Topic	Description
February'24 Release	07 Feb 2024	Preview Reconciliation	Added the Limitations section.
		Working with Conga Copilot	New Topic
		Inserting Fields in a Template as a Table	Added Step 14 with substeps on how to sort repeat table line items.
		Inserting Fields in a Template	Added a bullet point to the note at the bottom with information about rollup field support.

October '23


Document	Publication Date	Topic	Description
October '23 Release	04 Oct 2023	Web Clauses Overview	New Topic
		Checking in a Contract Document	Updated Topic Users can now check-in a document in PDF/A format Added a limitation note about Update Current Version functionality Added a note that Contracts you check-in with the X-Author for Contracts Advanced add-in also update values for clauses, fields and insights in Conga Contract Intelligence for Platform.
		Inserting Fields into a Template	Updated Topic Added information on toggling the Read-Only field functionality on or off. Added limitation note about replacing fields.
		Working with Contract Intelligence	New Topic
		Comparing Standard Clauses	New Topic
		Reviewing Import Results	New Topic
		Making Columns and Rows Conditional in a Repeat Table and Repeat Section	Updated steps and user interface references.
		Installing Production X-Author for Contracts Advanced Using Microsoft AppSource	New Topic
		Making Clauses Smart in a Template	Updated topic with limitation information on reconciling comments added to smart clauses.
		Creating an Alternate Clause	Updated steps.

July '23


Document	Publication Date	Topic	Description
July '23 Release	30 Jun 2023	Working with Contract Intelligence	New Topic
		Reviewing Import Results	New Topic
		Checking in a Contract Document	Added a note with information about PDF/A and checking-in documents using Contract Intelligence.
		Inserting Fields in a Template	Added a note about toggling the Read-Only option.
		Making Table Columns and Rows Conditional	Updated the steps to reflect user interface changes.
		Installing Production X-Author for Contracts Advanced Using Microsoft AppSource	New Topic for Platform

June '23


Document	Publication Date	Topic	Description
June '23 Release	07 Jun 2023	X-Author for Contracts Advanced Configuration Settings in Conga CLM Admin	New Topic
		Comparing and Merging Contract Documents	New Topic
		Creating an Alternate Clause	New Topic

February '23


Document	Publication Date	Topic	Description
February '23 Release	01 Feb 2023	All topics are new in this release.	NA

X-Author for Contracts Advanced

March 24, 2025