Working with Conga CLM
The following sections describe the features you can use in X-Author for Contracts when working with Conga CLM.
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral
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X-Author for ContractsÂ
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User Guide
Salesforce
X-Author for Contracts
Templates Creating New Templates Opening Templates Cloning a Template Checking In Templates Clauses Using Clause Library for Template About Clauses Menu Making Clauses Smart in a Template Making Clauses Delete Read-Only Making Clauses Read-Only in a Template Making Clauses Condition-Based in a Template Marking Plain Text as Clauses in a Template Creating an Alternate Clause Working with Nested Clauses Refreshing Clauses in a Template Fields About Fields Menu Inserting Fields in a Template Image References in Templates Making Fields Read Only in a Template Making Fields Smart in a Template Formatting Date Fields For Non-Localized Template Inserting Fields in a Template as a Table Making Columns and Rows Conditional in a Repeat Table and Repeat Section Inserting Fields in a Template as a Section Publishing a Template Setting Segments in Templates Inserting Dynamic Segments Defining Template Locale Changing Field Format by Locale Versioning Templates Creating New Template Versions Opening Template Versions Locking and Unlocking Templates Checking In Template Versions Cloning Template Versions Contracts Opening an Agreement Document Locking and Unlocking Documents Protecting and Unprotecting a Document Using Clause Library Marking Clauses Inserting and Deleting Clauses Preview Reconciliation Hiding or Showing Smart Boundaries Unlocking Read-Only Clauses Comparing Clauses Doc Clauses Viewing and Replacing Alternate Clauses Marking Fields Doc Fields Highlighting Smart and Read-Only Fields Checking in an Agreement Document Reconciliation Updating Fields from Conga CLM Opening Agreements in Conga CLM Creating Offline Agreements Importing Offline Agreements Extracting Agreement Data Using Intelligent Discovery Reviewing Doc Fields Reviewing Doc Clauses Extracting Agreement Data Using Contract Intelligence for CLM Reviewing Doc Clauses After Agreement Data Extraction Reviewing Doc Fields After Extracting Agreement Data Identifying Agreement Risk Using Intelligent Risk Management (Insights) Tracking Clauses in Your Agreement Document Regenerating an Agreement Document Localization Use Case: Managing Localization Restricting Agreement Document Check-In and Check-Out Working with Files Promoting Clauses to Clause Library Comparing and Merging Agreement Documents Sending an Agreement Document for Parallel Review Internal Review using Office 365 External Review using Office 365 Mixed Review using Office 365 Tracking Document Review Status Deleting Smart Elements Using Delete or Backspace Key Updating Multiple Smart Fields in a Document Web Clauses Web Clauses Overview
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