With the X-Author for Contracts User Guide, you can find out how X-Author for Contracts (previously known as X-Author for Contracts 2.0) works with Conga CLM and Conga CLM (Contracts for Salesforce), and how you can manage your organization's and your customers' contracts. 

Topic

Description

What's Covered

This guide walks the X-Author for Contracts user through an entire contract lifecycle inside Microsoft Word while complying with approval workflows and using the latest terms and clauses from your legal Playbook or Clause Library. It covers step-by-step instructions, and use cases for the features provided by X-Author for Contracts.

Primary AudienceIndividuals who are working on any aspect of contracts: contract managers, contract creators, contract negotiators, and contract reviewers.
IT Environment

Refer to the latest XAC Release Notes for information on System Requirements and Supported Platforms.

Updates

For a comprehensive list of updates to this guide for each release, see the What's New in X-Author for Contracts topic.

Other Resources

Refer to the Conga CLM documentation for detailed instructions for installing and setting-up Conga CLM in your organization.

Prior to Winter '20 release, X-Author for Contracts was supported for Conga CLM. Using X-Author for Contracts, the Conga CLM users can manage the entire contract and template process. From Winter '20 release, X-Author for Contracts introduces support for Conga CLM (Contracts for Salesforce).  Using X-Author for Contracts, the Conga CLM (Contracts for Salesforce) users can manage the entire contract template process. 

This guide describes the following tasks: 

  • Working with X-Author for Contracts for Conga CLM
    • Creating a template
    • Searching and opening a template
    • Cloning a template
    • Checking in a template
    • Using Playbook for templates and agreements
    • Using clauses
    • Using fields
    • Using template versioning 
    • Creating offline agreements
    • Importing offline agreements
    • Marking clauses and fields
    • Using template expression builder
    • Updating fields from Conga CLM
    • Comparing and merging agreement documents
    • Sending an agreement document for parallel review
    • Using Intelligent Discovery
  • Working with X-Author for Contracts for Conga CLM (Contracts for Salesforce)
    • Creating a template
    • Searching and opening a template
    • Checking in a template
    • Using Clause Library for templates
    • Using fields
    • Using clauses
    • Setting segments in a template 
    • Using Template Locale 

Before using X-Author for Contracts, you must be familiar with the following:

  • Basic Salesforce administration

  • Microsoft Word

  • Conga terms and definitions


Select one of the following topics for more information: