Conga Product Documentation

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Using X-Author Contracts for Word

Initiate Send for Review from the X-Author Contracts tab in Microsoft Word. This action invokes Outlook to send one or more agreement-related documents to internal or external parties for further review. From Microsoft Word you can:

  • Check in the currently checked-out agreement or supporting document as a new Negotiator (minor) version prior to review.
  • Initiate the Send for Review, automatically attaching the currently checked-out agreement document to a new Outlook message.
  • Track and manage review cycle status for the opened document or any other existing open cycles.
  • Check-in an agreement document as Negotiator, on behalf of a reviewer as a new Reviewer (revision) version, or close open cycles.

You can send an agreement document for review from X-Author Contracts for Word using one of the following two workflows: