CLM CLM for Administrators Application Management Settings Current: Enabling Record Type for Template Authoring PDF Download PDF Download page Enabling Record Type for Template Authoring. Current page All pages Enabling Record Type for Template Authoring 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 TypesClick Setup > Create > Objects > Template.Under the Custom Fields & Relationships section, click Agreement Types.Scroll-down to the Picklist Values section and click New.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. ×