X-Author for Contracts is a Microsoft Word add-in that lets you work on contracts and contract templates. The X-Author for Contracts add-in helps contract administrators and legal users to streamline the process of creating and maintaining contracts and associated templates and clauses. Using X-Author for Contracts, contract administrators can manage complex negotiation cycles with clause and contract templates easily. X-Author for Contracts provides support for versioning of agreements, where contract administrators can save redlined, clean, and final versions of an agreement in a Microsoft Word document opened either from Salesforce or locally. When saving final versions, you can also reconcile any terms that might have changed during the negotiation process. Finally, users can compare two versions of a contract and also merge versions into one agreement document.
X-Author for Contracts also provides support for creating conditional text within a contract or clause template. This allows contract administrators to create sophisticated conditional clauses that can include or exclude certain text or clauses depending on how a conditional expression containing valid agreement related merge fields are evaluated.
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 features for Conga CLM and Conga CLM (Contracts for Salesforce).
Features for Conga CLM
Features for Conga CLM (Contracts for Salesforce)
|Templates||Create a template||Create a template|
|Search and open a template||Search and open a template|
|Check-in a template||Check-in a template|
|Set segments (conditional or style)|
Set segments (conditional or style)
Define template locale
|Define template locale|
|Clone a template||NA|
Search and open an agreement
Check-in an agreement
Check-out an agreement
Lock or unlock agreement documents
Compare and merge agreements
Send an agreement for parallel review
Work with offline agreements
|Use Intelligent Discovery||NA|
Restrict agreement document check-in and check-out
Previously, the product was called X-Author for Contracts 2.0. With Winter '20 release, it is called X-Author for Contracts.
It is important to understand how terms are used when working with X-Author for Contracts.
Agreements / Contracts
|A contract (or an agreement) is an arrangement with specific terms, enacted between two or more entities, in which there is a promise to perform something in return for valuable consideration or benefit.|
|Clauses||Modular blocks of text that are used repeatedly. By adding these blocks to a library called a playbook, they can be reused continuously in multiple documents.|
|Document Lock/ Unlock|
Locking a document prevents others from editing the document and checking in a new version at the same time you are working on it. Lock or Unlock (toggle) button is available on the X-Author for Contracts or X-Author Templates ribbon.
|Documents||The dynamically generated output from the merging of an agreement record’s data in the CRM with the static text of a template.|
|Merge Fields||Static fields in a template which, at the time of agreement generation, take their value from the corresponding field in the Agreement record.|
|Offline Agreement Document|
A document created directly in X-Author by taking an existing Word document that was created outside of Conga CLM and had not previously been associated with an agreement.
|Playbook||A repository of templates, clauses, sections, or supporting documents, which can be inserted in the template as inline text or smart content-controlled text.|
Reconciliation is a process that enables changes made to smart fields in an agreement document, outside of the CRM/ X-Author environment, to be reconciled with the data held in the Agreement record in the Conga CLM.
Values of smart fields and clauses can be reconciled when you check-in the agreement document in X-Author for Contracts.
|Smart Fields||Editable fields with the content control property. You can change the value of a smart field in a generated agreement document. These values can be reconciled with the corresponding fields on the agreement record in the CRM.|
|Template||Blueprints to generate a variety of document types when merged with data from quotes or proposals.|
Read-only fields have content control borders (similar to smart fields) but are non-editable in a generated agreement document. You can update the value of an Update field in an agreement document only by using Update from Conga CLM.
Functionally, these fields lie between smart fields and merge fields. Read-only fields are not inline like merge fields and their values cannot be edited like smart fields.
X-Author for Contracts
|A Microsoft Word add-in that enables the legal team of an organization to execute an entire contract lifecycle inside Microsoft Word.|