X-Author for Excel

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 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 Release Notes General

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 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 Release Notes General

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X-Author for Excel

X-Author for Excel Contents

About this Guide

What's New in X-Author for Excel

Installing X-Author for Excel

Post Installation/Upgrade Tasks

Getting Started with X-Author for Excel

Licenses and User Assignment for Salesforce

Setting Salesforce Permissions

Setting Microsoft Dynamics Permissions

Performance Numbers for X-Author for Excel

Using the X-Author Designer Ribbon

Using Centralized Admin

Connecting to your Environment from Excel

Conga X-Author for Excel Objects

Completing Designer Setup in Salesforce

Designing Apps

Previewing Apps

Managing Apps

Using Advanced App Design

Launching an X-Author for Excel App from Salesforce

Launching an X-Author for Excel App from Microsoft Dynamics

Launching an X-Author for Excel App from Apttus Omni

X-Author for Excel Runtime Functions

Enabling and Using Favorite Filters in Queries

Configuring Presto Apps

Glossary of X-Author for Excel Terms

Conga Customer Community & Learning Center Resources

Getting Started with X-Author for Excel

This section contains information to help you get started with X-Author for Excel.

Salesforce

X-Author for Excel

January 8, 2025