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)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

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

Contracts

download

Opening Agreements in Conga CLM

You can easily view the Agreement record associated with your document by choosing Open in CLM from X-Author.

To open an agreement in Conga CLM

  1. Open Microsoft Word and launch the add-in.
  2. Log in to X-Author for Contracts Advanced.
  3. Check out your agreement document, from the Contracts pane go to Work tab and click the More icon ().
  4. In the menu, click Open in CLM.

    A separate browser window is opened and the agreement is loaded in Conga CLM (You may be prompted to log in again to your Conga CLM account in the browser).

User Guide
X-Author for Contracts Advanced

March 7, 2025