Logging in to X-Author for Contract Advanced
Before you can work with your agreement documents in X-Author for Contracts Advanced, you must log in to your Salesforce org.
Prerequisite
The X-Author for Contracts Advanced add-in must be installed and added in Microsoft Word. For more information about installing the add-in, see Install Production X-Author for Contracts Advanced.
To log into X-Author for Contracts Advanced
You are logged into the X-Author for Contracts add-in.
If you encounter an OAuth error while logging into X-Author for Contracts on Microsoft Windows, refresh the page or re-enter your login credentials to log in.
Option |
Description |
---|---|
User Name & User ID |
Displays the user name and ID |
Contracts |
Opens the contracts menu. |
Templates |
Opens the templates menu. |
Documentation |
Navigates the X-Author for Contracts Advanced documentation |
Technical Support |
Connects with the technical support team. |
App Details (earlier System information) |
Displays the system information that you are currently logged in to. |
Log Out |
To logout from the X-Author for Contracts |
Note that, on the login page, when you click Log In To Sandbox, you are taken to the Salesforce sandbox login page, where you must enter Sandbox credentials to log in.
To reload the X-Author for Contracts Advanced pane
To log out of X-Author for Contracts Advanced
-
Click the Home button (
).
- Click Log Out "<username>" to log out
To close and restart the X-Author for Contracts Advanced pane
- Log into X-Author for Contracts Advanced.
-
Click the Close button (
) on the right corner of the Task Pane to close the X-Author for Contracts Advanced pane.
- To reopen the X-Author for Contracts pane, click the X-Author Contracts ribbon in the Home tab.
When you reload/restart the X-Author for Contracts Advanced pane, all changes you made while working on the document are retained. You will not lose any information because of reloading/restarting.