This topic provides information about the frequently asked questions in OCC.
OCC stands for Online Contract Collaboration. For more information, see Online Contract Collaboration.
OCC is available with Contract Management Essentials and Enterprise editions. OCC is not available with Contract Management QuickStart edition.
Only users in orgs that have the Enable Online Contract Collaboration comply system property enabled can access OCC. For more information, see Launching Documents.
If a user belongs to an org that has the Contract Management package with OCC configurations enabled, only those users can access OCC.
Yes. You can download the OCC document and check out using X-Author Contracts or X-Author for Contracts 2.0. You can also review the document that was checked in using X-Author Contracts or X-Author Contracts 2.0 in OCC. For more information, see Launching Documents.
No. OCC is not a replacement for X-Author Contracts or X-Author for Contracts 2.0.
No. OCC is an addition to X-Author Contracts or X-Author for Contracts 2.0 for the non-legal users. For more information, see Launching Documents.
Yes. OCC supports all the redline capabilities. For more information, see Accepting or Rejecting Suggestions in Documents.
No. You do not require MS word to access and work with OCC. For more information, see Launching Documents.
You must configure the Documents tab in Lightning and the Document Action column in Classic to view the OCC options. For more information, see Launching Documents.
The Open & Edit button is disabled when the Enable Online Contract Collaboration property is disabled. For more information, see Launching Documents.
When the document is being viewed or edited by another user, the document is locked and you will see the Open button instead of the Open & Edit button. For more information, see Launching Documents.
You need to manually remove the Documents tab in Lightning.
No. You can only open and edit documents in DOCX format in OCC. For more information, see Launching Documents.
No. You can only open and edit version aware agreement documents in Salesforce Classic. For more information, see Launching Documents.
If a field or clause in the Smart Data pane or the document has a lock icon (Working with Smart Data.), it indicates that the field or clause was marked as read-only in the template by the template administrator. For more information, see
If a field or clause in the Smart Data pane or the document has a modified icon, it indicates that the field or clause is modified. For more information, see Working with Smart Data.
No. Currently, OCC does not support page breaks, watermarks, header, and footer. However, if you publish the document in OCC and open in X-Author Contracts, you can view the 2 column page breaks, watermarks, header, and footer.
No. OCC, currently, does not support real-time collaboration.
OCC, currently, does not support regenerate with redlines and update from salesforce features. You can download the document and utilize these features in X-Author Contracts.
OCC, currently, does not support the update current version feature.
OCC currently does not support parallel review. You can use the parallel review feature in Contract Management.
OCC does not support Accept All and Reject All changes in a document.
You can exit the OCC view without publishing the document but you need to publish the document to save changes.
You cannot delete smart elements in a document.
Yes, you can use keyboard shortcuts to cut, copy, or paste the content in a document except for the content that contains smart elements.
You can view the signature panel in OCC but you might observe formatting issues.
Yes, the track changes are displayed except for the formatting changes.
When you publish the document, all the accepted changes are synced to the agreement record.
No, OCC does not support non-English characters and non-English language in OCC.
Yes. You can insert a clause that has a conditional paragraph in OCC.
No. You cannot disable the track changes option in any mode.
No. OCC does not support third-party paper documents.
Yes. You can increase the zoom level of the browser to 120%.
No. OCC does not support custom bullets.
No. OCC, currently, does not track deleted comments.
No. OCC, currently, saves the document on publishing.
OCC supports agreement documents that have a maximum of:
- 2.37 MB file size
- 100 Smart fields
- 100 smart clauses
- 5 repeat tables
- 5 repeat sections
- 13 conditional segments
- 1 style segment
Irrespective of the protection level used while generating a document, the OCC document access is based on access provided to your user profile by your administrator.
You cannot disable track changes in OCC.
You can see the True-Up dropdown only when an administrator assigns Negotiating Plus access to your user profile.
You will see Read-Only UI mode if your administrator has configured sharing settings for the agreement.
Users can access documents based on OCC Access Mode assigned to their profile.
Irrespective of the document protection you used while generating a document, you will be able to access documents in OCC according to the OCC Access Mode assigned to your user profile.
No. OCC Access Mode applies to documents opened in OCC. The protection level used to generate the document applies to the document opened in X-Author for Contracts.
In True-Up mode, you can only accept or reject suggestions.
When you publish a document, the document regains the document protection used while generating the document.
You can view Clause Library only in the Edit UI mode.
You can view Clause Library only in the Edit UI mode.
Cross-referencing is an MS Word feature. Currently, OCC does not support cross-referencing.
You can open offline documents imported using XAC 2.0.