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X-Author for Contracts 1.0 (Classic)

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

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X-Author for Contracts 1.0 (Classic)

Converting Pre-FX2 Templates to FX2 Format

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Convert Merge Fields to FX2 Format

You must convert Pre-FX2 fields into FX2 format fields. The process is slightly different for smart fields versus regular fields.

Note:

You will know a field is smart if the Merge code contains the "INTELLIGENT" string.

VIDEO: Convert Clause References and Fields to FX2 Format

To convert fields to FX2 format

You must have at least one merge field in your template document or clause template.

  1. Check-out your new FX2 template if it is not checked out already.
  2. Highlight the entire merge field (brackets and all text between). Note the field name defined by the "label=" parameter in the code. When you replace the merge field with an FX2 field you will need to choose this field name.


  3. Click Insert Fields in the Intelligent Document section of the X-Author Templates ribbon.


  4. Search for the same field as defined by the merge code (you made note of this label earlier). Highlight the field in the list.
  5. Click Finish. The inserted field replaces the merge code you highlighted in the document.


  6. Repeat steps 2 – 5 for all non-smart merge fields.
  7. To convert an INTELLIGENT merge field into an FX2 smart field, follow the same instructions as above then refer to Inserting Smart Fields into a Template to make the field smart.
  8. Repeat steps 7 – 8 for all smart merge fields in the document.
User Guide
X-Author for Contracts (Classic)

January 2, 2025