Before you can work with your agreement documents in X-Author for Contracts Advanced, you must log in to your Salesforce org.

Prerequisite

The X-Author for Contracts Advanced add-in must be installed and added in Microsoft Word. For more information about installing the add-in, see Install Production X-Author for Contracts Advanced.

To log into X-Author for Contracts Advanced

  1. Open a new document or an existing document in Microsoft Word.
  2. In the Home tab, click the X-Author Contracts Advanced ribbon. The login panel opens.

  3. Click Login. 
    or 
    Click the Home button () and click Login. The Salesforce production login page opens.

  4. Enter your production credentials (user name and password) and click Login.
  5. 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 add-in.

If you encounter an OAuth error while logging into X-Author for Contracts 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. 

OptionDescription
User Name & User IDDisplays the user name and ID
ContractsOpens the contracts menu.
TemplatesOpens the templates menu. 
Documentation

Navigates the X-Author for Contracts Advanced documentation

Technical SupportConnects 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

Note that, on the login page, when you click Log In To Sandbox, you are taken to the Salesforce sandbox login page, where you must enter Sandbox credentials to log in.

To reload the X-Author for Contracts Advanced pane

  1. Log in to X-Author for Contracts Advanced.  
  2. Click the Left Arrow button () on the top right corner of the X-Author for Contracts pane. 
    or
    • If you are using a Mac user, click the Information button () on the top right corner of the X-Author for Contracts pane. 
  3. Click the Reload menu option.
  4. The X-Author for Contracts Advanced 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 X-Author for Contracts Advanced

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

To close and restart the X-Author for Contracts Advanced pane

  1. Log into X-Author for Contracts Advanced.
  2. Click the Close button () on the right corner of the Task Pane to close the  X-Author for Contracts Advanced pane. 
  3. To reopen the X-Author for Contracts pane, click the X-Author Contracts ribbon in the Home tab.

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