You can enter one or more of the following property details.
Classic Navigation: Setup > Build > Develop > Custom Settings > Comply System Properties > Manage > Edit.
Lightning Navigation: Setup > Custom Code > Custom Settings > Comply System Properties > Manage > Edit.
|Admin User||The admin user is the default owner of activities created by a user who is not allowed to be the owner (for example, customer portal user).|
|Auto Enable PDF For Final Docs||Select this and the Create PDF Attachment checkbox is always selected when you choose to save as Final - to be signed from the check-in dialog. You may use this field when you want to finalize an agreement document.|
|Auto Enable Reconciliation||Select this and the Reconcile Document option is always selected when you go to check-in an agreement document.|
|Agreement Number Field For Imported Docs||In this field, specify the API name of the field you want to use. For example, use Apttus__Agreement_Number__c. When a new document is imported into the system, it will include the agreement number in the top right corner of the header on each page, using the field selected above. For more information about when to use this field, refer to Agreement Number/Header Configuration.|
|Allow PDF Select Override||This is only applicable when Auto Enable PDF For Final Docs is selected.|
|Allow Reconcile Selection Override|
This is only applicable when Auto Enable Reconciliation is selected.
|Allow Regenerate From XAC||Select this checkbox to display the Regenerate button on the X-Author toolbar.|
|Auto Enable Private Indicator||Select this checkbox if you want to auto-enable private indicator for documents. If you select this checkbox, the Make this document private checkbox for any agreement document is auto-selected.|
|Auto Insert Header Footer Data|
Select this field to automatically insert the Agreement Number Field For Imported Docs field value to the header and the latest timestamp to the footer of an agreement document. This field is available for Generate, Import and Offline actions. For more information about when to use this field, refer to Agreement Number/Header Configuration.
The value of the latest timestamp for the footer is taken from the User Account Timezone field on Salesforce.
|Allow Private Selection Override||Select this checkbox if you want to allow the user to override the private document selection. This setting is applicable only when the Auto Enable Private Indicator is selected for documents.|
|Asynchronous Checkin Recipient|
Enter a recipient role (Contract Owner, Logged in XAC user or Both) to receive Asynchronous Check-in email notification.
Supported Values: Contract Owner, Logged in XAC user, or Both
Default Value: Both
|Auto Enable Asynchronous Checkin|
Select the checkbox to auto-select the Asynchronous Check-in checkbox available on the X-Author Contracts Check-in pop-up window.
|Ancestor Selection For Import Offline|
Select the checkbox to allow a user to link an offline document to an existing major version of a document.
|Auto Sync With Opportunity||Indicates whether the agreement will be automatically synchronized with the opportunity when the agreement is accepted.|
|Document Versioning Naming Convention||Deprecated|
|Excluded Namespaces||Allows you to add a comma-separated list of namespaces to exclude objects from the wizard dropdown|
Indicates whether apex code can bypass record sharing during selective operations such as clone and deleting draft attachments.
|CLM Lite License Profile(s)|
Allows you to add a comma-separated list of user-profiles that will use the Contract Management lite license.
Default value: Apttus_Lite
|CLM Lite License Admin Email|
Allows you to add a list of semicolon-separated email addresses that need to receive the Contract Management Lite License usage report.
Sample value: firstname.lastname@example.org; email@example.com; firstname.lastname@example.org
|Email Lite Monitoring Report to Apttus?||Select the checkbox to send the Contract Management Lite License usage report to Apttus Administrator.|
|Inactivate Non-Compliant Lite User||Select the checkbox to deactivate Lite user after 30 logins.|
|Contract Summary Template||This field contains the name of the contract summary template. You may have to define a separate template to contain the contract summary details and mention the name of the template here.|
|Default Opportunity Agreement Owner||The default owner for the agreement created from an opportunity. The valid values for this field are Opportunity Owner and Current User. If not set, the Opportunity Owner will become the owner of the new agreement. If you want to make the current logged in user as the Agreement Owner, type Current User in this field.|
|Default Document Tags||Enter a comma-separated list of tags to make available for any agreement document as it is checked in from X-Author Contracts. Use of these tags requires Contract Document Versioning to be enabled. The Document Finder feature must also be configured in your org. For more information, refer to Configuring Document Finder.|
|Document Naming Convention|
Specify a value to apply a custom naming convention for all agreement documents at generation, check-in and signature events.
The following attributes permitted when formulating a document naming convention are:
Agreement attributes such as %:Name%. Note: any variable prefixed by ':' represents a field on the Agreement object.
Example agreement document name using the default naming convention: SOW_Regenerated_SOW ABC_2015-08-07
For more information on using document version in document naming convention, refer to Enabling Contract Document Versioning.
|Document Structure FX2 For Imported Docs|
Check this box to make document structure FX2 format for all Offline documents (created or imported). If not checked, all offline documents are created in the "pre-existing" format.
This property only applies to Offline agreements created from the Agreement or user Home page links in Salesforce. The format of Offline agreements created using X-Author for Contracts will still depend on user-input from X-Author.
You can import documents in X-Author for Contracts when this property is enabled.
|Email Template For Checkin Notification||The email template for sending check-in notifications.|
|Enable Clause Approvals||This checkbox allows you to set up approval processes on clauses used in your document.|
Enable Document Versioning
Check this box to enable Document Versioning. All new agreement records created in your org will use Document Versioning after this setting is enabled. Enable Version Control must be enabled for Document Versioning to work properly.
Enabling Document Versioning changes the value of the Version Aware Agreement field to TRUE for all new agreements after the property is activated. The Version Aware field is a flag that tells Apttus Contract Management to use Document Versioning for a specific record.
Important Note: It is recommended that once a record is flagged as Version Aware, you do not disable this field, as versioning will become undefined for the agreement record in question. Instead, ensure that records which should not use Document Versioning do not have the field enabled when they are created.
For more information on how you can configure Document Versioning for your org, refer to Enabling Contract Document Versioning.
Select Enable File checkbox to enable File Type to be visible in the Notes & Attachment section of an agreement.
When the Enable Files property is enabled, “Salesforce CRM Content User” should be enabled for a user to check in a document from X-Author Contracts.
|Enable Merge Call Debug||Enable Merge Service debugging.|
|Enable Multiple Checkout||This feature will be functional in later releases. Indicates whether multiple checkouts are allowed. Only applicable when version control is in effect.|
|Enable PDF Security||Enabling PDF security lets users apply security settings to PDF documents and protect them with a password. See Enabling PDF Security for Agreement Documents for more information.|
|Enable Submit Merge Call||Enable to submit merge calls for processing. When enabled, the "Submit" button is displayed as a document generation option.|
|Enable Template Versioning|
Check this box to enable Template Versioning. All new Templates created in your org will use Template Versioning after this setting is enabled.
For more information, refer to Template Versioning.
|Enable Version Control||Check this box to enforce a check-in/check-out policy for agreement documents. This setting must be enabled when "Enable Document Versioning" is checked. Note: This property existed in Contract Management versions prior to 8, so this property may already be enabled.|
|Footer Datetime Format For Imported Docs|
Specify the format in which date and time will be shown in the generated agreement. When a new document is imported into the system, it will include the Date in the bottom left corner of the footer on each page, in the format selected above. For a list of supported date and time formats, refer to the Setting date and time format for the footer.
The value of the latest timestamp for the footer is taken from the User Account Timezone field on Salesforce.
|Hide Content Control Border||Check this box to hide smart boundaries (for smart fields and clauses) in generated documents. Refer to the X-Author Contracts User Guide for more information on showing/hiding boundaries as an admin user in the add-in.|
|Instance URL||The Salesforce instance URL for redirecting to custom pages.|
|Max Child Level||The maximum level of lookups and child objects available from the parent object to generate the merge data for. For example, Agreement is the parent object, Agreement Fee is the child object of Agreement and Agreement Fee Adjustment is the child of Agreement Fee and grandchild of Agreement.|
|Merge Call Timeout Millis||The timeout in milliseconds for the merge request. Default value = 120000 milliseconds.|
|Merge Webservice Endpoint||Type the Apttus merge web service endpoint. For example https://mergews.apttus.net/cgi-bin/MergeServer/Bin/MMCGI.exe|
|Override Playbook default filter|
Allows you to specify the Playbook filter names separated by commas that should inherit filter value from template attributes on clicking the Playbook tab in X-Author.
Sample value: Category, Subcategory
|Parallel Review||Select the checkbox to allow multiple users to review the document in collaboration. The property is disabled by default.|
|PDF Owner Password|
The password required to change the permissions of the PDF document like printing or editing.
|Publish Author Events||Indicates whether merge events that occur in X-Author, such as check-in or check-out, should be published. If enabled, a record is inserted in the Merge Event table on the Agreement record.|
|Publish Merge Events||Indicates whether merge events, such as generating an agreement document or creating offline document should be published. If enabled, a record is inserted in the Merge Event table on the Agreement record. For more information about when to use this field, refer To get a template ID for generating an agreement document as an example.|
|Restrict Checkin of Documents|
List of comma-separated Status category and Statuses for which Check-in and Check-out actions will be restricted in X-Author for Contracts.
Sample value: In Authoring, Other Party Signatures, Submitted Request
|Sync Bundle Using Line Items||Indicates whether agreement line items should be used to synchronize bundle products. The default uses agreement summary objects.|
|Sync Option Products||Indicates whether the option products should be synchronized along with the bundle. The default is 'synchronize bundle' only.|
|Temp Email Template Inactive Hours|
Use this property to set the orphan period of temporary email templates to use in conjunction with the CleanupJobScheduler APEX class. The default value of this property is set to 4 hours.
For more information, refer to Temporary Email Template Cleanup.
|Unlock Smart Elements||If this checkbox is selected, the user can delete smart elements from the generated document. If this checkbox is deselected, the user cannot delete smart elements from the generated document.|
|Use Agreement Locks for Versioning|
Check this box to use Agreement locks for versioning instead of document-level locking:
|Use text areas for wizards||Allows you to have more characters available for questions and answers in your wizards|
|XAJS End Point|
Allows you to provide X-Author for Contracts 2.0 (XAJS) URL to route the documents to intelligent data extraction software via XAJS.
You need to configure the remote site setting of the org before you configure XAJS End Point.