Rejecting the Field Changes in an Agreement
During the multiple rounds of negotiation, there can be changes made to the smart fields in your agreement document. As a contract administrator, you can decide to perform any one of the following 2 options in the Control Panel.
- Accept the changes made by the negotiators: The changes are accepted implicitly by the system when you Check-In the document.
- Reject the changes made by the negotiators: Use the Control Panel to navigate to your smart field and reject the changes made to it.
For example, your customer may want to start the agreement at a date later than originally proposed date. After your customer changes the Agreement Start Date, you can review the change and decide to either implicitly accept or explicitly reject the change.
The Control Panel within the X-Author Contracts ribbon supports the above mentioned feature with the help of a right click. You can accept or reject the field changes before you check in the document to Salesforce.
To reject field changes in an agreement
You must have an agreement document containing changes in the field values open under the X-Author Contracts ribbon.
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Click the Reject Changes to reject the change made to the smart field.
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Click Yes on the confirmation message to remove the changes from the agreement document.
The Current Value column reflects the earlier value of the smart field and is no more marked in red.
While you Check-In or Preview Reconcile the agreement document, the field values will be reflected at the Reconcile Smart Fields dialog box.
