To import an offline document

With the document open, connect to the Salesforce org where you want to create the offline document.
Go to the X-Author Contracts tab and click Check-In. The Check-In dialog box is displayed.
Select Upload/Import as an 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. Depending on the version of Contract Management installed in your org, you will see one of the two screens.
1. (Contract Management 8.4.0319 or higher) Enter the Agreement Name or Number of the agreement you want the imported document associated with and click . Refine your search by also choosing an Owning User and/or a Primary Contact for the agreement.
2. (Contract Management 8.3.0310 or earlier) Enter the name or number of the agreement you want the imported document associated with and click .
To select an agreement, click Select. This displays all the existing major versions of the selected agreement.
To create a new major version, select the checkbox. This creates a new major version under the Document Version Details related list in your Agreement record.

Note:
When you select this checkbox, all major versions listed on the screen are disabled.
To link the document with an existing major version, select an existing version. This creates a new minor version by incrementing the latest minor version by 0.1. For example, if available major versions are 1.0.0 and 2.0.0 and you select 2.0.0 which already has 2.1.0 and 2.2.0, then your new minor document version will be 2.3.0.

Note:
To link an offline document to an existing major version, you must enable the Ancestor Selection For Import Offline Comply System Property. For more information, see Comply System Properties topic in Contract Management on Salesforce Administrator Guide.
Click Finish and the dialog closes. If your agreement record is Version Aware, the document is imported and attached to the Document Versions related list. Otherwise, it is imported and attached to the Notes & Attachments related list.

Note:
If you are using Offline documents (documents imported without Apttus properties, such as third party paper) with your agreements, you must ensure that any required documents are converted using OCR (Optical Character Recognition) prior import, or they will not be searchable.

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To import an offline document

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