Before you begin using the Online Contract Collaboration (OCC) feature, ensure that you meet the following requirements:

ItemOCC Support
Operating System
  • Window 10
  • Mac Catalina
  • Chrome
  • Microsoft edge
Browser Zoom80-150 %
OCC Access Modes
  • Comment Only
  • Negotiate
  • Negotiate Plus
  • Edit
Document formatDOCX
Agreement documents
  • Generated document
  • Regenerated document
  • Offline document
Document versioning
  • Salesforce Lightning: Version aware and non-version aware
  • Salesforce Classic: Version aware
Template type
  • FX2 templates
  • Localized agreement and clause templates
  • Non-localized agreement and clause templates