Opening Agreements in Conga CLM

You can easily view the Agreement record associated with your document by choosing Open in CLM from X-Author.

To open an agreement in Conga CLM

1. Open Microsoft Word and launch the add-in.

2. Log in to X-Author for Contracts. 

3. Check out your agreement document, from the Contracts pane go to Work tab and click the More icon ().
4. In the menu, click Open in CLM. 

A separate browser window is opened and the agreement is loaded in Conga CLM (You may be prompted to log in again to your Conga CLM account in the browser).