Opening Agreements in Conga CLM
You can easily view the Agreement record associated with your document by choosing Open in CLM from X-Author.
To open an agreement in Conga CLM
- Open Microsoft Word and launch the add-in.
- Log in to X-Author for Contracts.
-
Check out your agreement document, from the Contracts pane go to Work tab and click the More icon (
).
- In the menu, click Open in CLM.
A separate browser window is opened and the agreement is loaded in Conga CLM (You may be prompted to log in again to your Conga CLM account in the browser).
