Logging in to X-Author for Contract Advanced

To work with your contract documents in X-Author for Contracts Advanced, you must log in to your Conga Platform.

Prerequisite

The X-Author for Contracts Advanced add-in must be installed and added in Microsoft Word. For more information, see Getting Started with X-Author For Contracts Advanced.

To log into the X-Author for Contracts Advanced add-in

Open a new document or an existing document in Microsoft Word.
In the Home tab, click the X-Author Contracts Advanced ribbon. Once the X-Author for Contracts Advanced pane opens, click Login. The login panel opens.
Select an Identity Provider from the Select an Idp drop down list and select Sign In.
Enter your production credentials (user name and password) and click Login.
If you are a first-time user, you may be prompted to allow access to X-Author for Contracts Advanced. Click Allow to proceed.

You are logged into the X-Author for Contracts Advanced add-in.

If you encounter an OAuth error while logging into X-Author for Contracts Advanced on Microsoft Windows, refresh the page or re-enter your login credentials to log in.

The following options are displayed when you click the Home button.

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 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 Advanced add-in.

To reload the X-Author for Contracts Advanced add-in pane

Log in to X-Author for Contracts Advanced.
Click the Left Arrow button () on the top right corner of the X-Author for Contracts Advanced pane.
or
- If you are using a Mac user, click the Information button () on the top right corner of the X-Author for Contracts Advanced pane.
Click the Reload menu option.
The X-Author for Contracts pane is reloaded. When you reload the X-Author for Contract Advanced pane, all changes you made while working on the document are retained. You will not lose any information because of reloading.

To log out of the X-Author for Contracts Advanced add-in

Click the Home button ().
Click Log Out "<username>" to log out

To close and restart the X-Author for Contracts Advanced add-in 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 Advanced add-in ribbon in the Home tab.

When you reload/restart the X-Author for Contract Advanced add-in pane, all changes you made while working on the document are retained. You will not lose any information because of reloading/restarting.