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

Prerequisite

To log into X-Author for Contracts

  1. Open a new document or an existing document in Microsoft Word.
  2. In the Home tab, click the X-Author Contracts 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. Click Allow to proceed.

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

You might encounter an OAuth error while logging in to the X-Author for Contracts on Microsoft Windows. In such cases refresh the page or enter login credentials again to login. 

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

OptionDescription
User Name & User IDDisplays the user name and ID
ContractsTo work with contracts
TemplatesTo work with templates
Documentation

To navigate the X-Author for Contracts documentation

Technical SupportTo connect with the technical support team.
App Details (earlier System information)To view the system information that you are currently logged in
Log Out

To logout from the X-Author for Contracts

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 log out of X-Author for Contracts

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