After you create a new record type, you must add it to the list of available X-Author for Contracts agreement types.

To Assign Agreement Record Types to Template Agreement Types

  1. Click Setup > Create > Objects > Template.
  2. Under the Custom Fields & Relationships section, click Agreement Types.
  3. Scroll-down to the Picklist Values section and click New.
  4. In the Agreement Types box, add one or more Agreement type picklist values and click Save.

If you have installed X-Author for Contracts, you can view the record type in the list of available options.