You can install the X-Author for Contracts as a Microsoft Word add-in on Mac or Windows operating system using Microsoft AppSource.

To install X-Author for Contracts add-in 

  1. Open Microsoft Word.
  2. If you are installing the X-Author for Contracts add-in on Windows operating system, sign in to Microsoft Word.
  3. Select the Insert tab and click My Add-ins.
  4. Select the Store tab.
  5. Use the search box to search for the X-Author for Contracts add-in. For example, you can use Conga or X-Author Contracts keywords to search for the add-in.
  6. Click Add next to the X-Author for Contracts add-in.
  7. Review the License terms and Privacy policy and click Continue.

On the Home tab of Microsoft Word, you can see the X-Author Contracts ribbon.

To remove the X-Author for Contracts add-in, right-click on the X-Author Contracts ribbon and click Remove Add-in.

Ensure that you have verified the installed packages in your org. If both Conga CLM and Conga CLM (Contracts for Salesforce) are installed in the org, you must create an admin entry APTS_DEFAULT_PACKAGE in Conga CLM for the user to decide which CLM to connect to. For more information about this admin entry, refer to the Post-Installation Settings and Admin Entries topics in the Conga CLM Administrator Guide.