This section describes administrative tasks required to manage the operation of X-Author for Contracts on the Conga Platform.

To access Conga Platform documentation, select Platform from the dropdown in the upper right menu or click here. To access Salesforce documentation, select Salesforce from the dropdown menu or click here

What's Covered

This section contains steps to be done by the X-Author for Contracts administrator. It covers step-by-step instructions on the installation process, admin setting changes, and other custom changes. 

Primary Audience

The primary audience is any individual working on any aspect of contracts: template administrators, contract managers, contract creators, contract negotiators, contract reviewers, contract approvers, contract facilitators, or the legal team.

IT EnvironmentRefer to the latest X-Author for Contracts on Conga Platform Release Notes for information on System Requirements and Supported Platforms.
UpdatesFor a comprehensive list of updates to this section for each release, see the topic.

This section describes the following tasks: