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 Test Author 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 for Advantage Platform X-Author for Migration Manager Release Notes General Docs by Release

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 Test Author 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 for Advantage Platform X-Author for Migration Manager Release Notes General Docs by Release

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

X-Author for Contracts Features by Release

Community & Learning Center Resources

What's New in X-Author for Contracts Advanced

This section lists changes in the documentation to support each release. The Publication Date reflects the date the release is available for Preview and the Production date will be two weeks later.

202603.1.0


Document	Publication Type	Topic	Description
202603.1.0	30 March 2026	Using AI Comparison for the Clause Library	Updated Step 5.
		To mark a field as smart	Updated Step 3.
		To mark a field read-only	Updated Step 3.
		To make a clause smart in a template	Updated Step 4.
		To make a clause read-only in a template	Updated Step 4.

202602.2.0


Document	Publication Date	Topic	Description
202602.2.0	16 March 2026	Enabling Org Approved Sender Email Addresses	New Topic
		Enabling Document Save Location	New Topic
		To review Doc Fields	Renamed the "delete" field action to "unmark".
		Reverting to a Standard Clause	Updated the introduction with information on retaining formatting when reverting to a standard clause.
		Using Alternate Clauses	Updated the introduction with information on retaining formatting when swapping clauses.

202602.1.0


Document	Publication Date	Topic	Description
202602.1.0	23 February 2026	To create an offline agreement	Added a prerequisite that administrators must enable permission to use this feature.

202601.2.0


Document	Publication Date	Topic	Description
202601.2.0	26 January 2026	Changing Orgs	Added a note that switching between AWS and Azure Orgs is supported.
202601.2.0	26 January 2026	To review a document imported from Conga Discovery AI	Added a note that when you set a locale for a document in X-Author for Contracts Advanced, included imported documents, the system preserves and validate and display date, number, and currency fields according to the selected locale, regardless of the user's profile settings.

202601.1.0


Document	Publication Date	Topic	Description
202601.1.0	10 January 2026	Various	Renamed "Copilot" to "Q&A Agent" throughout the documentation.
202601.1.0	10 January 2026	To review a document imported from Conga Discovery AI	Added a note about field updates syncing between the X-Author for Contracts Advanced pane and the document.

202512.2.0


Document	Publication Date	Topic	Description
202512.2.0	10 January 2026	Connect to CRM	Updated the result section with a note about auto-provisioning for non-onboarded users.

202512.1.0


Document	Publication Date	Topic	Description
202512.1.0	13 December 2025	Refreshing Clauses in a Template	Updated the Restrictions section.
		Creating New Templates	Added a Best Practices section
		Clauses	Added a new bullet point about pre-defining the List format during clause creation
		To check in a contract document	Added a note about the Finish screen validation messaging.
		To review Doc Clauses	Added a note about extracted clauses not linked to the Clause Library.

202511.2.0


Document	Publication Date	Topic	Description
202511.2.0	29 November 2025	Changing Orgs	New Topic
		To log into the X-Author for Contracts Advanced add-in	Updated Step 4 with a note for Conga IdP users. Added Change Org to the Option table.
		Reverting to a Standard Clause	New Topic

202511.1.0


Document	Publication Date	Topic	Description
202511.1.0	17 November 2025	Inserting and Deleting Clauses	Added a note that users can insert clauses as text and smart clauses containing repeat sections and smart/read-only fields.
202511.1.0	17 November 2025	Using Alternate Clauses	Added a note that users can swap clauses containing repeat sections, tables, and smart/read-only fields in a contract document from Doc Clauses.

202510.2.0


Document	Publication Date	Topic	Description
202510.2.0	01 November 2025	Working with Contract AI	Added a new Asking Copilot a Question topic and removed the old one. Added a new Use Cases topic.

202509.2.3


Document	Publication Date	Topic	Description
202509.2.3	01 November 2025	Reconciliation	Updated Step 8 of "To check in and reconcile smart fields and clauses" section with information on what custom content control field changes display a FieldChangeOnly status.
202509.2.3	01 November 2025	Using Alternate Clauses	Updated the note about support for swapping clauses containing drop down content controls.

202509.1.0


Document	Publication Date	Topic	Description
202509.1.0	22 September 2025	Making Fields Smart in a Template	Added information about making fields smart within repeat tables, repeat sections, and third-level repeat tables inside clauses.
		Making Fields Read Only in a Template	Added information about making fields read-only within repeat tables, repeat sections, and third-level repeat tables inside clauses.
		Making Clauses Smart in a Template	Added information about making clauses smart within repeat tables, repeat sections, and third-level repeat tables inside clauses.
		Making Clauses Read-Only in a Template	Added information about making clauses read-only within repeat tables, repeat sections, and third-level repeat tables inside clauses.
		To clone a template from an existing template	Added a note that you can clone templates and clauses that include Smart and Read-Only fields within repeat sections, tables, and third-level repeat tables.
		Refreshing Clauses in a Template	Added information to the introduction that you can refresh clauses in a template that include Smart and Read-Only fields within repeat sections, tables, and third-level repeat tables.
		Reconciliation	Noted in the Behavior and Limitations section that check-in with reconciliation for contract documents containing clauses with Smart or Read-Only fields within repeat sections and tables is supported. Updated the note in Step 8 with information about Updated the note in Step 8 with information about the FieldChangeOnly and Modified action options in the Clauses section of Conga CLM for Advantage Platform.
		Using Alternate Clauses	Added a note about support for swapping clauses containing drop down content controls.
		Updating Fields from Conga CLM	Added information about supporting smart and read-only fields inside repeat tables, repeat sections, and sections with a third level repeat table.

202507.2.0


Document	Publication Date	Topic	Description
202507.2.0 Release	28 July 2025	To check a template in	Added a note to the Results about checking-in templates and the Needs Publishing feature flag.
		To clone a template from an existing template	Added a note to the Results about cloning templates and the Needs Publishing feature flag.
		Using Alternate Clauses	Updated Step 8.

202507.1.0


Document	Publication Date	Topic	Description
202507.1.0 Release	12 July 2025	To review a document imported from Conga Discovery AI	Added a note about status and status category changed when checking-in a document with changes. Added a note that Review Imports and Insights options are only available for contract documents uploaded through Discovery AI marked Ready for Review.
		Review Import Results Prerequisites	Added a note that Review Imports and Insights options are only available for contract documents uploaded through Discovery AI marked Ready for Review.
		To compare clauses imported from Conga Discovery AI	Updated Step 2.
		To make a Segment Conditional in a template	Added Step 5 which includes information on the new Segment name field.
		To set a style for a segment in a template	Added Step 5 which includes information on the new Segment name field.
		Doc Clauses	Added a bullet with information about Guidance and the "i" tooltip icon.

202506.2.0


Document	Publication Date	Topic	Description
202506.2.0 Release	28 June 2025	Contract AI and Discovery AI for Salesforce Users	Added a note about the 12MB file limitation for Conga Copilot and Redline AI.
		Asking Questions with Conga Copilot	Added a note about the 12MB file limitation for Conga Copilot.
		Using Redline AI to Assess Risks	Added a note about the 12MB file limitation for Redline AI.
		To review a document imported from Conga Discovery AI	Added a note about the Reconcile option now always being pre-selected.
		To insert fields in a template	Added a note that Decimal data type fields are supported.
		To check in a contract document	Updated Step 16 with new Refresh functionality.
		To clone a template from an existing template	Updated Step 5 with new Refresh functionality.

202506.1.0


Document	Publication Date	Topic	Description
202506.1.0 Release	15 June 2025	Using Alternate Clauses	Added a note about read-only clauses.
		Installing X-Author for Contracts Advanced	Added information about how to view what environment you are connected to in the App Details.
		To check in a contract document	Added a note about checking-in documents with special characters.

202505.2.0


Document	Publication Date	Topic	Description
202505.2.0 Release	14 June 2025	Connect to CRM	Added information on how to see what platform you are synced to within the X-Author for Contracts Advanced application.
		Setting Up Frequently Used Prompts and Shortcuts for Aime	Updated Step 5a and added Step 5g.
		To protect and unprotect a document	Added a note to Step 10.

202504.1.0


Document	Publication Date	Topic	Description
202504.1.0 Release	19 April 2025	Connect to CRM	New Topic
202504.1.0 Release	19 April 2025	Contract AI and Discovery AI for Salesforce Users	Updated the Connect to CRM link to go to the new topic through Conga Advantage Platform Admin instead of the manual API method.

202503.1.0


Document	Publication Date	Topic	Description
202503.1.0 Release	29 March 2025	Asking Questions with Conga Copilot	Updated Step 4 and 5.
202503.1.0 Release	29 March 2025	Setting Up Frequently Used Prompts and Shortcuts for Aime	New Topic

202502.2.0


Document	Publication Date	Topic	Description
202502.2.0 Release	29 March 2025	To log into the X-Author for Contracts Advanced add-in	Added a note about how the application handles the post-deployment caching login issue.

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

202501.1.0


Document	Publication Date	Topic	Description
202501.1.0 Release	Feb 2025	Using Redline AI to Assess Risks	New Topic
202501.1.0 Release	Feb 2025	Contract AI and Discovery AI for Salesforce Users	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

April 1, 2026