X-Author Contracts enables you to import a document which has not previously been saved in Salesforce and attach it to a pre-existing agreement record. You can also select how you want date and time to be formatted in the footer of imported docs and how you would like an agreement number included in the header.

Like creating a new agreement, when you choose to associate the document with a pre-existing agreement record, it is added to either the Document Versions or Notes & Attachments related list for that agreement (depending on your versioning settings).

When you import a document, the date and time for when it is imported can be automatically added to the footer of the imported document. To automatically include the date and time when you import a document, you can configure a Comply System Property indicating you want the date included and the format in which the info should be displayed.

Another Comply System Property is used to indicate that you want the agreement number automatically included in the header and which field you want that value to come from.

When you use these settings, they add values to the header and footer of the document regardless of what other content was already in the header and footer.

To add importing offline agreement actions

To set the Agreement Number Field for the header

To set the date and time format for the footer

To import an offline document