This enables you to tag text in a pre-existing agreement document, or in one used to create an offline agreement, indicating you want to use the text to provide the value for an Agreement record field.

The Tag Smart Fields option is available when you open an agreement document that was created using an X-Author template or immediately after creating an offline agreement. Selecting the option opens a window which displays only smart fields for the associated agreement. Then you can use Reconcile Document functionality to populate agreement record fields from the text in the Word document. You must ensure that the text you tag matches the field type you associate it with. For instance, if you select a field that is not a date type and try to use it for the agreement signed date, you will be stopped from completing the drag and drop action. Fortunately, the Type attribute is displayed in the Field Properties window when you select a field or go to drag and drop a field.

Whether specifically tagging a single web URL or having it as part of a larger piece of content, you cannot tag document text that contains 'active' content, such as hyperlinks, bookmarks, or other Microsoft fields. If you do, the following system message is displayed: The current selection contains a field which may be Apttus smart field or Microsoft field. It can't be marked as smart. Please modify your current selection.