Skip to main content
Documentation
Documentation
Last Updated: 2026-09-04
Set Up Microsoft Word Connector for Contract Lifecycle Management

Set Up Microsoft Word Connector for Contract Lifecycle Management

  • Have an active license for Microsoft Word desktop.
  • Have a valid Microsoft 365 or Office 365 subscription with Microsoft SharePoint Online provisioned and active in your tenant.
  • A SharePoint administrator must authorize Workday Contract Lifecycle Management (CLM) to read, edit, and sync documents via SharePoint Embedded.
  • End-users must have Edit permissions on the workflow associated with the document they would like to edit.
The Microsoft Word Connector enables end-users to launch contract documents from Workday Contract Lifecycle Management (CLM) directly into their local Microsoft Word desktop application for editing. You can synchronize updates, including document content, icons, tables, images, and native text highlighting, back to the CLM platform. The connector also supports Track Changes and an Activity Log within CLM to capture modifications made during desktop sessions.
  1. Go to the
    Admin
     tab and access the
    Integrations
     page.
  2. On the
    Document Editing
     section, go to the
    Microsoft Word
     card and click
    Configure
    .
  3. Click
    Connect
     to grant Workday CLM the necessary permissions to read, edit, and sync documents via SharePoint Embedded.
    If you are not a SharePoint administrator, copy the provided link and send it to your IT Administrator for consent.
  4. Enter the connection details provided by the SharePoint administrator:
    SharePoint Site URL
    . Example: https://www.yourcompany-admin.sharepoint.com
    Microsoft Tenant ID
    .
  5. Click
    Save Configuration
    .
The Microsoft Connector is now configured. Your users can now edit CLM documents in the Microsoft Word desktop application. See Edit Documents Using Microsoft Word
Considerations
:
  • Documents edited in the desktop application don’t appear in the
    Recently Edited
     list within
    Microsoft Word.
     Users must return to Workday CLM to re-open the file.
  • Documents opened in Microsoft Word will have an expanded name that differs slightly from the name shown in the Workday CLM user interface. It’s a UUID required for the integration appended to the document name. The title of the document can’t be edited.
  • To maintain document integrity and prevent version conflicts, the add-in enforces a single active session rule. If a user attempts to edit documents across different platform instances simultaneously, such as a Production and a Sandbox environment, the add-in blocks subsequent sessions. Users must save and close the active document in the first environment before initiating a new editing session in another.
To enable AI-driven capabilities for the Microsoft Word Connector, you also need to configure a CLM Add-In.
  1. In the
    Microsoft 365 admin center
    , navigate to
    Settings
     >
    Integrated apps
     and select the
    Deployed apps
    tab.
  2. Select
    Upload custom apps
    .
  3. Choose
    Office Add-in
     and select
    Provide link to manifest file
    .
  4. Include the link corresponding to your region:
    1. Non-EU: https://scribyl.evisort.com/addin/manifest.production.xml
    2. EU: https://scribyl.eu1.evisort.com/addin/manifest.eu1.xml
  5. Assign the add in to the appropriate audience:
    1. Entire Organization
    2. Specific users/groups (e.g., your Legal Team)
    3. Just me
  6. Review and accept the app permissions to finalize the deployment. To complete the connection, a user in your organization must open the Workday CLM Add-in within Microsoft 365 (Word, Excel, or PowerPoint). It may take up to 24 hours for the add-in to appear in the Word ribbon for designated users.
Activity Log
:
The Activity Log add-in provides a chronological, read-only history of contract activity directly within Microsoft Word. You can track who performed specific actions and when they occurred, ensuring a clear audit trail during document drafting without needing to access the web browser.
Available Functionality
Feature
Functionality
Centralized Activity Timeline
View a single feed of ticket activity, including document edits, saves, downloads and uploads, e-signature requests and completions, approvals and reassignments, stage changes, participant changes, sharing, and supplier negotiation activity.
Who, What, and When
Identify the exact date, time, and source of each action. Actions initiated by a user display the user's name, while automated events display as
System
.
Timestamped Version Events
Track actions that create or update a version, each timestamped and linked to the specific version.
Instant Search
Filter the log instantly as you type to match action descriptions or user names.
One-Click Refresh
Retrieve the most recent activity without reopening the panel.
Quoted Context
View relevant notes, such as upload comments and cancellation reasons, below an entry.
Immutable Record
Review a secure history in which entries cannot be edited, deleted, or rewritten.
Current Limitations
Limitation
Details
Redline Download Version Reference
Downloaded redline entries do not specify or link to the specific source version. To view a ticket’s full history, access the Workday CLM web application.
Deactivated User Indicator
Deactivated users display normally without a special visual indicator.
E-Signature Load Resilience
If e-signature activity fails to load, the panel omits those entries rather than displaying an error. To view missing entries, refresh the panel or check the web application.
Permissions and Access
:
  • The Activity Log inherits all existing CLM workflow visibility and permissions.
  • To view the activity of a specific ticket, users must have access to that ticket. Users without ticket access can only view a restricted state, rather than the activity data.
  • There is no separate permission model for this feature; visibility is governed by existing ticket access controls and the administrative deployment of the add-in.