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Versioning Contract Documents

Contract Document Versioning enhances existing version control by introducing a solution framework of document versioning at the Agreement record level. Without Contract Document Versioning, all agreement documents are included in the Notes & Attachments related list, requiring that the agreement owner or other parties determine the proper document version or versions for review, signature, finalization, and activation. Document Versioning adds two new child objects with relationships to the Agreement object: Document Version (child object to Agreement) and Document Version Detail (child object to Document Version).

With Document Versioning enabled for your organization, rather than all the documents being attached to an agreement's Notes & Attachments Related List, each major version of a document is instead populated in the Document Versions Related list, with individual version information tracked using Document Version Details.

Note:

To take advantage of the full functionality of Contract Document Versioning, your organization should also be using X-Author for Contracts.