home

X-Author for Contracts Advanced for Salesforce

Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral
Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Show Page Sections

X-Author for Contracts Advanced for Salesforce

Working with Conga CLM

Checking In Templates

After creating a new template or making changes to an existing one, you can check the template in to update the changes in Conga CLM.

Prerequisite

You must have a template checked out or created to check a template in.

To check a template in

  1. Open Microsoft Word and launch the add-in.
  2. Log in to X-Author for Contracts Advanced.
  3. In the Contracts pane, click the Home button () and select Templates.
  4. In the Templates pane, click the Finish tab.
  5. Under Check-in, enter the value of the following fields, (fields marked with asterisk are required)

    Field

    Description

    Name*

    Enter the name of the template.

    Current version

    It displays the current version of the template. You cannot edit the current version while check-in.

    Type

    It displays the selected template type. You cannot edit the type during check-in.

    Business Object

    It displays the selected business object. You cannot edit the business object during check-in.

    Alternate Clause

    Select the checkbox to create an alternate clause. This field is only displayed when you select Clause as type and Agreement (Apttus__APTS_Agreement__c) as a business object while creating a template. You can only update this checkbox while checking-in a template the first time.

    Agreement Types

    From the drop-down, you can select multiple Agreement types to associate with your template. The value of Agreement Types decides which templates are available at the time of agreement generation. If your Template's Agreement Type matches with the Agreement Type of your agreement record, you will see that template in the list of available templates at the time of document generation.

    Category

    Choose the category from the drop-down. The categories are defined by the administrator, in Conga CLM.

    Subcategory

    The subcategory is a dependent field. The Subcategories are populated, based on the value chosen for Category. The subcategories are defined by the administrator, in Conga CLM.

    Language

    Choose the default template language

    Locale

    Select the locale from the drop-down. You can configure custom locales in Conga CLM. For more information, see Adding Custom Locale topic in CLM for Administrators.

    Enable Formatting

    Select this checkbox to enable locale formatting at the template level for this template.

    Optional: Specify the following fields when "Enable Formatting" is selected to modify locale formatting.

    Field

    Description

    Date Format

    Select an option from the drop-down to choose the default format for all date fields in the template.

    Currency Format

    Select an option from the drop-down to choose the format for all Currency fields in the template. Choose "None" to only display Currency field values in generated documents.

    If "Currency Symbol" is selected, Currency fields will be generated with no space between the symbol and field value. If "ISO" is selected, Currency fields will be generated with a space between the ISO code and the field value.

    Number Precision

    Enter a number from 0-9 to define the precision for Number/Percent field values in the template (e.g., "2" if the Number/Percent field should display two digits following the decimal point.)

    Currency Precision

    Enter a number from 0-9 to define the precision for Currency field values in the template (e.g., "2" if the Currency field should display two digits following the decimal point.)

    Keywords*

    Enter comma-separated keywords to associate with the template. Keywords make it easier to search the templates.

    Next Revision Date

    Identify a date for the next revision of the template.

    Description

    Enter a new description or modify the existing description for the template. Maximum of 255 characters (an error will be thrown if this limit is exceeded).

    Guidance

    Enter new guidance or modify existing guidance to help users determine the purpose of the template.

    Activate

    Select the Active switch to 'On' to activate the template. You must activate a template to use it for generating an agreement document.

  6. Click Check In.

Your template is checked in to Conga CLM. A new template record is created for the template if this is the first check-in and a template version is created if it is an already existing template. A DOCX copy of the template is added in the Notes & Attachments related list in Conga CLM.The template will not open in a new instance.

Note:

If the xa_disableautocheckout profile permission is set to true in Conga CLM, clicking Save only raises the confirmation message, but does not open the template in a new instance. No lock icon appears and both the Work and Finish tabs are disabled. To work on the template, search the template again, open it, make changes and check it in again. For more information on disable auto check out, see Assigning Custom Permissions to User Profiles.

If you attempt to check-in an agreement template that contains clauses marked as needing an update, a pop-up warning appears prompting you to refresh the clauses.

If you skip the clause refresh during check-in or through the Refresh Clause screen, the Need Publishing feature flag remains set to True.

User Guide
X-Author for Contracts Advanced

July 28, 2025