You can enable or disable X-Author-specific features for the CLM users working on contract documents in X-Author.

To configure X-Author settings

  1. Go to CLM ADMIN.
  2. Under CLM ADMIN SETUP, click X-Author Configuration Settings.
    You can update the following settings. Enabling these settings allows users to perform the actions in the Description column. 
SettingDescription
Auto Enable PDF For Final DocsToggle this button on to display the Create PDF Attachment checkbox as selected, when users choose Save as Final - to be signed option during document check-in. 
Allow PDF Selection Override

This setting is applicable when Auto Enable PDF For Final Docs is selected.

Toggle this button on to allow users to override the Create PDF Attachment checkbox default setting when they choose Final- to be signed during document check-in.

Auto Enable ReconciliationToggle this button on to display the Reconcile Document checkbox as selected during document check-in.
Allow Reconcile Selection Override

This setting is applicable when Auto Enable Reconciliation is selected.

  • If Auto Enable Reconciliation is selected and Allow Reconciliation Selection Override is selected, the Reconcile checkbox is by default selected during document check-in. The users can deselect (override) the Reconcile button.
  • If Auto Enable Reconciliation is selected and Allow Reconciliation Selection Override is deselected, the Reconcile checkbox is by default selected during document check-in. The users cannot deselect (override) the Reconcile button.
  • If Auto Enable Reconciliation is deselected, the users can select or deselect the Reconcile checkbox during document check-in. However, the Reconcile checkbox is disabled if there is no smart field in the document.
Auto Enable Private IndicatorToggle this button on to display Make this document private checkbox as selected, by default.
Allow Private Selection Override

This setting is applicable only when the Auto Enable Private Indicator toggle button is on.

Toggle this button on to allow the users to override default selection for Make this document private checkbox. 

Auto Enable Asynchronous Check-in

Toggle this button on to display Asynchronous Check-in checkbox selected by default in the X-Author Contracts during document check-in.

Allow RegenerateToggle this button on to display the Regenerate button on the X-Author toolbar to allow users to regenerate an contract document from a selected template with the values updated in the contract record.
Unlock Smart ElementsToggle this button on to allow the users to delete smart elements from the generated document.
Hide Content Control BorderToggle this button on to hide smart boundaries (for smart fields and clauses) in generated documents.
Allow Highlights FieldToggle this button on to enable the Highlight Fields feature to highlight smart and read-only fields in contract documents.
Asynchronous Checkin Recipient

Select a recipient role (Contract Owner, Logged in XAC user or Both) to receive Asynchronous Check-in email notification.

Supported Values: Contract Owner, Logged in XAC user, or Both

Default Value: Both

X-Author Add-in Load Type

Select a load type for the X-Author for Contracts add-in.

Select Centralized if users install the X-Author for Contracts 2.0 add-in using Centralized Deployment through the Office 365 Admin Center.

Select Appsource if users access the X-Author for Contracts 2.0 add-in through the Microsoft Store.

Restrict Checkin of Documents

Select the contract status categories and statuses to restrict check-in and check-out of documents from X-Author for Contracts.