Conga Product Documentation

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Opening a Contract Document

Note:

To work with any version of an agreement document associated with an agreement record in Conga CLM, you must open it directly in X-Author for Contracts Advanced. There are two common ways for you to open a document, depending on how you are accessing the document itself. You can open your DOC or DOCX agreement document using one of the following methods:

  • Search and open the document in X-Author for Contracts Advanced
  • Download the document from Conga CLM and open it using X-Author for Contracts Advanced.

After opening a document, only one user can work on the document at a time.

Note:

If you are using X-Author for Contracts Advanced on MacBook Air, you might see an error message related to “Add-in memory usage” when you work with a document of size 2 MB or more. This is due to a limitation of Microsoft Word. You can continue working after closing this warning message. However, to avoid high memory usage-related issues, you are recommended to close any unused applications on your system while working with X-Author for Contracts.