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X-Author for Contracts Advanced for Salesforce

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X-Author for Contracts Advanced for Salesforce

Working with Conga CLM

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Opening Templates

To open a template

  1. Open Microsoft Word and launch the add-in.
  2. Log in to X-Author for Contracts Advanced.
  3. In the Contracts pane, click the Home button () and select Templates.
  4. In the Open Templates tab, use the Search Templates box to search for a template by keyword. Click the Filter icon () to view the drop-down menus that can help you to refine your search according to Template Type, Category, Subcategory, Locale, and Language. A list of Templates is displayed with the last modified <Month Date, Year>.
  5. From the list of documents, click on the preferred template name link. It opens the latest activated version of a particular template in the same instance.
  6. To view and open an old template version, click the Expand button () to view the guidance for the template.
  7. Click View Versions to navigate to the template details page where you can find the details such as Type, Object, Is Active, and Active Version.
  8. Click on the template name link. The selected template opens in a new Microsoft instance. You can modify the template as per your requirement and check in your template.
    Note:

    If the template name has special characters, then each special character is retained. For this feature to work, the auto save option must be mapped to a path on the local system and not a SharePoint location.

    • When you open a template that has Template Versioning enabled, the template name is updated each time you open a template version.

      The name format is: TemplateName <Version#> <number of times the same template version is opened>. For example, If you opened the second version of a template for fourth time, then the template name is displayed as TemplateName V2 4.

    • When you open a template that has Template Versioning disabled, the template name does not contain the version details.
    • If you already have an instance of a document or template open, you now receive a warning message that the document is already open in a previous instance. If you close the previous instance of the document, then you can proceed to open the document in a new instance
User Guide
X-Author for Contracts Advanced

March 7, 2025