X-Author for Contracts for Users
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Topic |
Description |
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What's Covered |
This 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 Advanced. |
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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. |
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Other Resources |
Refer to the Conga CLM documentation for detailed instructions for installing and setting up Conga CLM in your organization. |
This guide describes:
- Working with X-Author for Contracts for Conga CLM
- Creating a template
- Searching and opening a template
- Cloning a template
- Checking in a template
- Using Clause Library for templates and agreements
- Using clauses
- Using fields
- Using template versioning
- Creating offline agreements
- Importing offline agreements
- Marking clauses and fields
- Using template expression builder
- Updating fields from Conga CLM
- Comparing and merging agreement documents
- Sending an agreement document for parallel review
- Using Intelligent Discovery
- Working with X-Author for Contracts for Conga CLM (Contracts for Salesforce)
- Creating a template
- Searching and opening a template
- Checking in a template
- Using Clause Library for templates
- Using fields
- Using clauses
- Setting segments in a template
- Using Template Locale
Before using X-Author for Contracts, you must be familiar with:
- Basic Salesforce administration
- Microsoft Word
- Conga terms and definitions
Select one of the following topics for more information:
