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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)Conga CopilotCPQ 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 SearchTest AuthorTurboEnginesX-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 Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

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X-Author for Contracts 1.0 (Classic)

Creating Offline Agreements

The document you want to use must not have previously been uploaded.

  1. With the document open, connect to the Salesforce org where you want to create the offline document.
  2. Go to the X-Author Contracts tab and click Check-In. The Check-In dialog is displayed.


  3. Select Create as a new offline document and click OK. Optionally, you can choose to make the offline document private. For more information on what this means, see Marking Agreement Documents as Private.
  4. In the New Offline Agreement window, enter an Agreement Name for your document, select an existing Account, and complete any remaining fields. Click Save.


    Note:

    After you click Save, the New Offline Agreement VisualForce page does not display processing dialog.

  5. Wait for the confirmation dialog to be displayed.
    Your offline agreement has been completed successfully.

The agreement record is created in Salesforce and the document is attached to the Notes & Attachments related list or Document Versions if Contract Document Versioning is enabled.

User Guide
X-Author for Contracts (Classic)

January 2, 2025