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Inserting Dynamic Segments
As a template administrator, you can use Dynamic Segments in your X-Author Contracts templates to dynamically populate...
Preview Reconcile
Before reconciling the agreement, you can review the changes made to the content of a smart clause, a smart field...
Templates Overview: FX2 vs Pre-FX2
X-Author Contracts now uses a brand new format, FX2, within the entire X-Author Contracts and X-Author Templates...
Marking Agreement Documents as PrivateX-Author Contracts allows you to mark documents as private whenever you take one of
the following actions:
X-Author Contracts allows you to mark documents as private whenever you take one of the following actions:
Inserting Fields in a Template
Place a cursor in the appropriate section of the document where an FX2 field is going to be inserted and select Insert
Checking In Agreements
Whether you are saving a redlined version, clean version, final version, or updating the current version of the agreement...
Inserting Smart Fields in a Template
The X-Author Templates Word add-in has support for inserting smart FX2 fields into an agreement or clause template...
Tagging Smart Fields (Pre-FX2)This enables you to tag text in a pre-existing agreement document, or in one used to create an offline agreement, indicating you want to use the text to provide the value for an Agreement record field.
This enables you to tag text in a pre-existing agreement document, or in one used to create an offline agreement,...
To mark a clause in an agreement
There are two ways to mark a clause in an agreement document: drag-and-drop document content onto the library node...
Using X-Author to Insert Smart Merge Fields (Pre-FX2)
The X-Author Word add-in has support for inserting smart merge fields into an agreement or clause template.