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CLM for Salesforce

User Interface Configuration

Translating X-Author for Contracts User Interface

X-Author Contracts supports data translation to multiple languages. This allows you to use X-Author for Contracts in your native language. You need to configure Contract Management to view X-Author for Contracts in your native language. To view X-Author for Contracts in your native language, you need to configure locale related settings in Contract Management. You need to change the locale settings in Contract Management and translate labels of Visualforce pages that are used in X-Author for Contracts. You also need to translate the XML resource file and upload it to the required locale. You can use default locales available in Contract Management or add a custom locale.

Changing Locale Settings

  1. Go to Setup > My Personal Information > Edit your personal information > Edit.
  2. Navigate to the Locale Settings section and update the following fields according to your translation requirement.
    1. Time Zone
    2. Locale
    3. Language
    4. Currency
  3. Click Save.
You can now view all the Salesforce objects in the language you selected.

Setting Up Language Translation

  1. Go to Setup > Translation Workbench > Translation Language Settings.
  2. Click Add.
  3. In the Language Translation Edit page, select a language from the Language dropdown.
  4. To permit few users to edit translations, move those usernames from the Available List to Selected List.
    Note: Ensure that the language is active.
  5. Click Save.
  6. Go to Setup > Develop > Visualforce Pages.
  7. Select a Visualforce page.
  8. In the Visualforce Markup section, search for the word Label and make a note of all the labels on the page.
  9. Repeat the above step for all the following Visualforce pages.

    The labels in the following Visualforce pages must be translated as they are used in the X-Author for Contracts.

    • CreateTemplateSO
    • UpdateTemplateSO
    • CreateTemplateClauseSO
    • UpdateTemplateClauseSO
    • SelectTemplateForCheckout
    • SelectTemplateForLoad
    • SelectLibraryComponent
    • SelectMergeField
    • CreateMergeCondition
    • CreateMergeDataSet
    • CompareTemplateVersions
    • BrowseAttachments
    • CreateOfflineAgreement
    • BrowseTemplates
    • BrowseAgreements
    • DocumentFinder
    • AddProducts
    • BrowseGroups
    • BrowsePeople
    • ChatterPage
    • ChatterUserPage

Translating Custom Labels

  1. Go to Setup > Create > Custom Labels.
  2. Select one of the labels.
  3. In the Custom Label Detail page, click New Local Translations / Overrides.
  4. Select the localization language.
  5. In the Translation field, enter the translation text for that label.
  6. Click Save.

Translating Custom Fields

  1. Go to Setup > Translation Workbench > Translate.
  2. In the Select the filter criteria section, select the following options:
    1. Language: Select localization language
    2. Setup Component : Custom Field
    3. Object: Agreement
    4. Aspect: Field Label
  3. In the Field Label Translation column, double-click on the field space next to a field to translate available in the Master Field Label column.
  4. Click Save.

Downloading the Resource File

  1. Navigate to the Locale tab.
  2. Click the English (United States) hyperlink.This displays the Template Locale Detail page.
  3. In the Files section, click the Download hyperlink.
    The XAResource.resx file is downloaded to your system.
  4. Open the file and translate the UI text into your local language.
    Note: Do not rename the XAResource.resx file (resource file).

Uploading the Updated Resource File

  1. Navigate to the Locale tab.
  2. Click the <locale name> hyperlink.This displays the Template Locale Detail page.
  3. In the Files section, click Upload Files and select the updated XAResource file from your system.
  4. Click Close on the Upload to <locale name> window. When you open X-Author for Contracts, you can view the UI in your local language.
    Note: Tto update the resource file, ensure that you delete the existing resource file and upload the updated resource file. If no resource file is available for the locale you have selected in Salesforce, the default English (United States) is used to display the content in X-Author for Contracts.

Use Case: Translating X-Author for Contracts User Interface

Business Context

Organizations operating across multiple regions need their contract users to work in their native language to reduce errors and improve productivity. When X-Author for Contracts displays only in English, regional teams face friction navigating the interface, increasing the risk of mistakes during document generation and negotiation. Translating the X-Author for Contracts UI ensures that all Visualforce page labels, custom field labels, and interface text reflect the user's locale, providing a consistent and accessible experience across the organization.

Overview

This use case demonstrates how to translate the X-Author for Contracts user interface to Spanish by changing locale settings, enabling the Spanish language in the Translation Workbench, translating custom labels and custom fields, and uploading a translated XAResource.resx resource file to the Spanish locale.

Scenario

This use case demonstrates how to translate the X-Author for Contracts user interface to Spanish by changing locale settings, enabling the Spanish language in the Translation Workbench, translating custom labels and custom fields, and uploading a translated XAResource.resx resource file to the Spanish locale.

Actors

  • System Administrator: Updates locale settings, configures Translation Workbench, translates custom labels and fields, and uploads the translated resource file.
  • Contract User: Works in X-Author for Contracts using the translated Spanish interface.
  • CLM System: Applies the configured locale and resource file to display the X-Author for Contracts UI in the selected language.
  1. Go to Setup > My Personal Information > Edit your personal information > Edit.
  2. Navigate to the Locale Settings section and select the following options.


  3. Click Save.
    You can now view all the Salesforce objects in the language you selected.
  4. Go to Setup > Translation Workbench > Translation Language Settings and click Add.
  5. In the Language Translation Edit page, select Espanol from the Language dropdown.
  6. To permit few users to edit translations, move those user names from the Available List to Selected List.


  7. Click Save.
  8. Go to Setup > Develop > Visualforce Pages.
  9. Click the DocumentFinder hyperlink.
  10. Search for the word Label and make a note of the LoadingPage label.

    Only one label is considered in this demonstration. You need to configure all the labels for the visualforce pages mentioned in the Translating X-Author Contracts User Interface.



  11. Go to Setup > Create > Custom Labels.
  12. Click the LoadingPage hyperlink.
  13. In the Custom Label Detail page, click New Local Translations / Overrides.
  14. Select the localization language and enter the translation text for the label.When a page loads in X-Author Contracts, the loading page label is displayed in Spanish.


  15. Click Save.
  16. Go to Setup > Translation Workbench > Translate.
  17. In the Select the filter criteria section, select the following options:
  18. In the Field Label Translation column, double-click on the field space next to a field you need to translate available in the Master Field Label column.When you view agreement object fields in X-Author Contracts after translation, you can view the field names in Spanish.


  19. Click Save.
  20. Navigate to the Locale tab.
  21. Click the English (United States) hyperlink.
    This displays the Template Locale Detail page.
  22. In the Files section, click the Download hyperlink.
    The XAResource.resx file is downloaded to your system.
  23. Open the file and translate the UI text into your local language.Before translation:


    After translation:



  24. Navigate to the Locale tab.
  25. Click the Spanish hyperlink.
    This displays the Template Locale Detail page.
  26. In the Files section, click Upload Files and select the updated XAResource.resx file from your system.
  27. After the resource file is uploaded, click Close on the Upload to Spanish window.When you open X-Author Contracts, you can view the UI in Spanish.


Once the system administrator completes the configuration, contract users working in Spanish-speaking regions can open X-Author for Contracts and interact with the interface entirely in Spanish.
Administrator Guide
CLM

May 28, 2026