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X-Author for Contracts Advanced for Salesforce

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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)CPQ 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 SearchTurboEnginesX-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 ManagerRelease NotesGeneral

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X-Author for Contracts Advanced for Salesforce

Contracts

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Creating Offline Agreements

Offline Agreements can be created directly in X-Author Contracts, by taking a pre-existing Microsoft Word document that was created outside of CRM and has not previously been associated with an Agreement and checking it in. When you have a document open in Microsoft Word, you can create a new agreement record by checking it in as an offline agreement.

To create an offline agreement

  1. Open Microsoft Word and launch the add-in.
  2. Log in to X-Author for Contracts and open the Agreement Document.
  3. In the Contracts pane, go to Start > Create. The Create New Offline Agreement page is displayed.
    Note:

    The Create Offline feature can be made available to specific user profiles using the xa_disablecreateofflineadmin setting. When set to true, this feature is available for the specific user, and when the user hovers over the button, they can see the “Contact your administrator to access this feature” message. However, when set to false, the button is available for use by users. For more information, see Custom Permissions.

  4. Enter the following details (fields marked with an asterisk are required):

    Fields

    Description

    Record Type*

    Select the record type from the picklist.

    Name*

    Enter the agreement name.

    Account*

    Enter the account name.

    Contact*

    Enter the contact details.

    Start Date

    Select the start date of the agreement from the date picker.

    End Date

    Select the end date of the agreement from the date picker.
  5. Click Save. You will see a confirmation message and the new document is opened in a new Microsoft Word instance. Note that if the xa_disableautocheckout profile permission is set to true in Conga CLM, then after clicking save, you will only see the confirmation message. The document will not open in a new instance. For more information on disable auto check out, see Assigning Master Profile and Custom Profile Permissions to User Profiles.

After clicking Save, a new agreement record is created in CLM. If the Enable Document Versioning comply system property is enabled in CLM, the new agreement is available in Document Versions. If the Enable Document Versioning comply system property is not enabled and the Enable File comply system property is enabled, the new agreement is available as a type-file in the Notes & Attachments.

You can also send the offline agreement for review when the Parallel review comply system property is enabled. For more information, see Sending an Agreement Document for Parallel Review.

User Guide
X-Author for Contracts Advanced

March 7, 2025