Opening an Agreement Document
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. 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
- Download the document from Conga CLM and open it using X-Author for Contracts.
After opening a document, only one user can work on the document at a time.
If you are using X-Author for Contracts 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.
