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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)

Managing Agreements

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Marking Agreement Documents as Private

X-Author Contracts allows you to mark documents as private whenever you take one of the following actions:

  • Check-In an agreement document
  • Create Offline Agreement
  • Import Offline Agreement

When you mark a document as private it sets the Is Private field for a specific record/action (Check In or Import Offline Agreement) of the Merge Event object to true. You can then use this flag to create custom triggers on the Agreement record for controlling permissions to your documents. You are encouraged to work with Apttus Professional Services to develop a solution for your private documents.

Note:

In previous versions of X-Author Contracts, the default behavior for documents in your system was to set the default value for all draft documents to private (Is Private = true) and all final documents to public (Is Private = false).

To mark an agreement document as private at check-in

Note:

Check-in dialogs may appear differently depending on whether your agreement uses Pre-FX2 or FX2 format.

  1. Open Microsoft Word and log in to X-Author Contracts.
  2. Check-out an agreement document from an existing agreement record.
  3. Make any changes as required.
  4. Click Check-in to open the Check-in Document dialog.
  5. Select the check box under Version Details to Make this document private.
  6. Click Finish to check-in your document.

In Apttus Contract Management, the Merge Event Detail page on the Merge Event related list shows the Check-in event flagged as Is Private.

To mark an offline agreement as private

  1. Open an offline document in Microsoft Word.
  2. Click Check-in to display the Import Offline dialog.


  3. Choose the document format and choose to either Create or Import an offline document.
  4. Select the checkbox under Version Details to Make this document private.


  5. Click OK and complete any additional steps required to create or import your offline document.

In Apttus Contract Management, the Merge Event Details page on the Merge Event related list shows the Create Offline Agreement event flagged as Is Private.



Private Indicator Properties

There are two Comply System Properties that control the availability and behavior of the option to make documents private from X-Author:

  • Auto Enable Private Indicator – When this property is enabled, the Make this document private checkbox is automatically selected and cannot be deselected.
  • Allow Private Selection Override – When this property is enabled, the Make this document private checkbox option can be overridden when Auto Enable Private Indicator is set to true.

Depending on how the above properties are configured, when you check-in or create offline agreements, you may notice the Make this document private option is already enabled and can or cannot be changed. The following table describes how the combination of properties affects your ability to make documents private during one of these actions.

Auto Enable Private Indicator

Allow Private Selection Override

Available Action

FALSE

FALSE

Make this document private is not automatically enabled. You can enable this option during check-in or creation of an offline agreement.

TRUE

FALSE

Make this document private is automatically enabled. You cannot override the option for any document version.

TRUE

TRUE

Make this document private is automatically enabled. You can override the selected option for each document version.
User Guide
X-Author for Contracts (Classic)

January 2, 2025