| Ad hoc approval | A feature that enables approvers and submitters to add additional approvers to an existing approval process. |
| Agreement | A set of terms and conditions agreed upon by two or more parties. |
| Agreement record | A dynamic repository (Fields) in the smart data pane that gets updated every time a logged-in user makes some changes in the document and publishes it. |
| Alternate clause | Approved substitutes for the main clause. |
| Clause | A specific statement in a legal agreement that relates to a point of understanding between two or more parties. |
| Clause approval | A process by which you can send the modified or replaced clauses to approvers for their action. |
| Clause library | A repository of standard clause language. |
| Comment | A feature to bring attention or provide additional information to other users reading a document. |
| Contract | A contract is a specific type of agreement that, by its terms and elements, is legally binding and enforceable in a court of law. |
| Collaboration | To integrate with a contract management solution to review, redline, and publish the documents online. |
| Document | A dynamic output generated by merging information stored in an agreement record with the static text of a template. |
| Document lock | A feature that shows a lock sign on the document. The document is locked automatically when the logged-in user opens the document for editing. |
| Document version | The first (initial) version of the document is created after you have generated and published a document. Subsequent versions are added during the review and approval phases. The document versions may be major or minor depending on which part of the negotiation cycle the document is published. |
| Import file | To bring a file from another program into the program you are working on. |
| Object | A definition of a specific type of information that has a state (data) and behavior (code) and which exposes its behavior through functions in programming languages. |
| OCC Access modes | The level of permission granted to a user profile in OCC determining how they can view different UI modes in OCC. |
| Offline document | A document that is created in X-Author for Contracts by taking an existing Word document that was created and revised outside of OCC. |
| Override | To say over or overrule the existing process. |
| Page break | Allows moving the text to the next page before reaching the end of the current page. |
| Parallel review | A review process in which all the approvers receive the approval request mail at the same time. |
| Precedence | A sequential hierarchy of importance applied to clause approval actions. |
| Publishing document | Publishing a document creates a new document version and synchronizes the accepted changes in the document to the corresponding agreement record. It is equivalent to sending the document for review and approval. |
| Reassign | The process of assigning a clause approval request by one approver to another approver. |
| Reconciliation | A process that enables changes made to smart fields (online or offline) in a document in OCC, to be reconciled with the data held in the Agreement record. |
| Sequential review | A review process in which the approvers receive the approval request mail in order of their hierarchy. |
| Smart pane | A panel or section of the document that opens up by clicking the Smart Data icon and shows the list of smart fields and clauses in the same order the content is included in the document. |
| Smart field | Editable fields with the content control property. The values of these fields can be changed in a generated document. These values can be reconciled with the corresponding fields on the agreement record in the smart pane. |
| Smart clause | Clauses that can be reconciled between versions of a document and are noted in the agreement record. |
| Template | Blueprints to generate a variety of document types when merged with data from the agreement record of a document. |