Templates can be created using X-Author for Contracts. For each agreement record type, a different template can be created in Microsoft Word. For more information on creating a Microsoft Word template in X-Author for Contracts, see X-Author for Contracts documentation.

Prerequisites

  • You have an agreement record.
  • You have a template for your agreement's record type.
  • The clause template contains fewer than 55,000 characters.
  • For ISO-standard PDF output, PDF/A format is configured. For more information, see Configuring PDF/A as a Document Output Format.

User Permissions Needed

  • To preview an agreement: Agreement: ReadTemplate: ReadAsyncMergeCall: Read, Create, Edit (Field Access: Read, Edit)
  • To generate/regenerate an agreement: Agreement: EditTemplate: ReadAsyncMergeCall: Read, Create, Edit (Field Access: Read, Edit)

To generate an agreement document

  1. Select an agreement from the Agreements tab.
  2. Click Generate to generate an agreement document raising a template selection list.
  3. From the Options section, select one of the following output formats for your agreement record:
    • DOC or DOCX: To generate a Microsoft Word document.
    • RTF: To generate an agreement document in Rich Text Format.
    • PDF: To generate a protected PDF agreement document.

    • PDF/A: To generate an ISO-compliant PDF.

  4. From the Document Permission dropdown, select one of the following document protection options for the generated document:
    • Full access: Users can read from and write to the document. This option is selected by default.
    • Insert comments and tracked changes only: Users can insert comments and edit the document. All user changes are tracked.
    • Insert comments only: Users can only insert comments.
    • Fill in form fields only: Allows users to fill in the form fields.
    • Read only: Users can read, but not write or comment. 
  5. To include a watermark across your agreement document, select the Include Watermark check box.

  6. From the Select a Template section, select the template to generate your agreement document. The first template in the list is selected by default. If only one template is available for a record type or only one template is available based on the query template filter, then that template is selected by default.

    You can configure the template attributes to be displayed in the Template Selection section. For more information, see Configuring Columns in the Template Selection Page in Lightning.

  7. Click Generate or Submit according to your requirements.
    If you click Generate, the app generates the requested document and raises the Document Generated window.
    If you click Submit, you must stay signed into CLM and you will receive an email when the document is generated.
  8. Clicking the Click here to view your file link downloads your document
    (or)
    Click OK to return to the agreement detail page.
  9. An agreement document is generated using the selected template and can be found in the Notes & Attachments related list. Click the Preview button to preview the generated document.
    • When a document is generated or regenerated, all the smart clauses are displayed in the Agreement Clauses section with Action set to Original. When a document is regenerated a new entry is created in the Agreement Clauses section even if the same clause already exists. 
    • After you generate an agreement and open it in X-Author for Contracts, you can view the comments added in the original X-Author for Contracts template.
    • In version-aware agreements, the document type of the generated and regenerated documents is updated to Agreement Document and the generated supporting documents are updated to Supporting Document.