If your work environment is behind a firewall and you need to configure proxy authentication to connect to Salesforce, you must complete the following.

X-Author Contracts proxy settings leverage Microsoft's LAN Settings to resolve proxy server settings automatically, each time you connect to X-Author Contracts. While this makes handling the majority of X-Author Contracts connections easier, you can still manually configure settings from the X-Author Contracts Options dialog box.

Selecting Use system proxy tells X-Author to use Microsoft's LAN Settings for resolving proxy connections. X-Author Contracts uses whichever Internet Explorer LAN option is configured, such as Use automatic configuration script or Proxy server settings.

Prerequisites

  • You must be logged in X-Author Contracts.

To enable X-Author Contracts for proxy authentication

  1. Open Microsoft Word and log in to X-Author Contracts.
  2. From one of the X-Author Contracts tabs, click the Dialog Launcher icon  to display the Options dialog.
  3. Select the General tab and then select one of the following:

    OptionDescription
    No proxySelect this is you do not use a proxy connection.
    Use system proxyThis is the default option. This uses a Microsoft Internet Options setting (Internet Options > Connections > LAN Settings > Automatically detect settings) to determine if you are behind a proxy server. If so, it will automatically resolve the connection so that you can successfully login to X-Author and connect to your Salesforce org.
    Manual proxy configurationIf you know the specific proxy you will be using, use this option. When you select this it enables the Proxy address to use and Port fields, along with the Authenticated checkbox, which requires a username and password as well.
  4. Click Apply and then Close.

Your system proxy settings are now associated with X-Author Contracts and will take effect the next time you log in.