X-Author for Contracts for Users
The following section describes how X-Author for Contracts Advanced works with the Conga Platform and how you can manage your organization's and your customers' contracts.
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Topic |
Description |
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What's Covered |
This user guide shows an entire contract lifecycle inside Microsoft Word while complying with approval workflows and using the latest terms and clauses from your clause library. It covers step-by-step instructions and use cases for the features provided by X-Author for Contracts. |
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Primary Audience |
Individuals working on any aspect of contracts: contract managers, contract creators, contract negotiators, and contract reviewers. |
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IT Environment |
Refer to the latest XAC release notes for system requirements and supported platforms. |
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Updates |
For a comprehensive list of updates to this guide for each release, see the What's New in X-Author for Contracts Advanced topic. |
This guide describes:
- Working with X-Author for Contracts for Conga CLM on the Conga Platform
- Creating a template
- Searching and opening a template
- Cloning a template
- Checking in a template
- Using Clause Library for templates and contracts
- Using clauses
- Using fields
- Using template versioning
- Creating offline contracts
- Importing offline contracts
- Marking clauses and fields
- Comparing and merging contract documents
