In Online Contract Collaboration, you can launch version aware agreement documents in Salesforce Classic and version aware as well as non-version aware agreement documents in Salesforce Lightning. You can also download the document from OCC and check out using X-Author for Contracts. You can also view all the documents that were checked in using X-Author for Contracts in OCC. 

You can access OCC from the Document Action column in the Documents tab in Lightning mode and the Document Version Detail page in Classic mode. Based on the OCC access mode assigned to your user profile, you will see the following buttons in the Document Action column:

OCC Access ModeButton name in LightningButton name in Classic
EditOpen & EditOpen & Edit
CommentOpen & CommentOpen & Edit
NegotiateOpen & NegotiateOpen & Edit
Negotiate PlusOpen & NegotiateOpen & Edit
No OCC access mode is configuredOpen & CommentOpen & Edit

Irrespective of the button name in the Document Action column in Classic, a user can edit the document according to the OCC Access Mode or sharing setting assigned to the user profile. For more information on various OCC UI modes available, see Working with Different UI Modes. For more information on configuring OCC access modes, see Configuring OCC Access Modes and Sharing Settings

The following screenshot displays the Document Action column in Lightning with the Open & Edit button:

The following screenshot displays the Document Action column in Lightning with the Open button:

The following screenshot displays the Document Action column in the Document Version Detail page in Classic:

The following screenshot displays the Document Action field in the Document Version Detail Detail page in Classic:

Prerequisites

Restrictions

  • The Open & Edit button is disabled when the Enable Online Contract Collaboration property is disabled. 
  • 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. When you click the Open button, you can view the document in read-only mode. When the other user clicks the Exit button or saves the document, the document lock is released and you will be able to view the Open & Edit button.
  • If you close the OCC tab or click the back button in your browser without clicking the Exit button, the document lock will not be released and the document will be locked by you.

To launch Online Contract Collaboration in Lightning

  1. Navigate to the Agreement Detail page.
  2. Click the Documents tab.
    You can view the Document Name, Version Number (available only for version aware agreement), Last Modified By, Document Action, and Currently Edited By columns. You can also view the latest agreement document on the top row. 

  3. If more than one document or document versions are available for the agreement, click View All to view all the documents of the agreement.
  4. Click the Open & Edit button to view or edit the document online.
    This launches the Online Contract Collaboration view.

To launch Online Contract Collaboration in Classic

  1. Navigate to Agreement Detail page > Document Versions section.
  2. Click the link in the Name column to View all document version details.
  3. In the Document Version Details section, click the Open & Edit link in the Document Action column.
    This launches the Online Contract Collaboration view.

You can also launch OCC in Classic by navigating to Document Version Detail Detail and clicking the Open & Edit link in the Action field.

To exit the Online Contract Collaboration view

  1. Open a document in OCC.
  2. Click Exit.
    This displays the Exit Document popup.
  3. Click Exit.
    If you have modified the document, the changes are discarded and the document lock is released.

To download the document

  1. Open a document in OCC.
  2. Click Download.
    This downloads the document. You can open the document in MS Word and check-out the document in X-Author for Contracts.