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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)

Field Control Panel Actions

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Removing Smart Fields from an Agreement

There will be times in the negotiation when a negotiating party wants to remove language from an agreement that contains a smart field. Depending on document protection settings, non-Apttus users can remove content from the agreement, but any smart field content removed will not remove the field itself. Follow the instructions on this page to mark fields for removal. You usually want to mark fields for removal when:

Warning:

Note

Using this feature only removes the smartness of a field, not the content. Once the field is no longer smart, negotiating parties can make changes as required.

To remove a Field

  1. Open the Control Panel from the X-Author Contracts ribbon.


  2. Click the Fields tab in the Control Panel and deselect Show changed fields only to display a list of fields in the document. Where there are multiple occurrences of the same field in the document, this will be noted in parentheses after the field name (e.g., if there are 3 occurrences of "Agreement Start Date," the first instance is displayed as "Agreement Start Date (1/3)").


  3. Right-click on the field you want to remove and click Mark for Removal.
  4. (Single Occurrence of Field) Click Yes to confirm marking of the smart field for removal or No to cancel.


  5. (Multiple Occurrences of Field) Click on one of the following:
    1. Yes to mark all occurrences in the document for removal.
    2. No to mark only the selected occurrence for removal.
    3. Cancel to return to the document without making any changes.


  6. Review fields in the Control Panel and document which are marked for removal. Note that any fields marked for removal will be stricken through in both the Control Panel and body of the document, in addition to any redlining in the Word document itself.


  7. Make any additional changes to the document, including marking other fields or clauses for deletion. Click Check-in.
  8. Choose Reconcile Document to permanently remove smartness from any fields.


  9. Click Next to preview the smart fields marked for removal. All smart fields marked for removal are stricken through and each occurrence is listed separately.


  10. Click Next to reconcile any clauses as needed.
  11. Click Finish.
    The document is checked in and smartness is removed from all marked fields. No values on the record are affected by smart field removal. All removed smart fields in the document are converted to static text.


To unmark a field for removal

You can unmark a field which has been marked for removal in the same session. A session refers to the time between checking out an agreement document and checking it in.

  1. Open the Control Panel > Fields tab and deselect the Show changed fields only check box to display a list of fields in the document. Note the field or fields which have been marked for removal.


  2. Right-click on the field or fields marked for removal and choose Unmark for removal.


  3. (Single Occurrence of Field) Click Yes to confirm unmarking the smart field for removal or No to cancel.


  4. (Multiple Occurrences of Field) Click on one of the following:
    1. Yes to unmark all occurrences in the document for removal.
    2. No to unmark only the selected occurrence for removal.
    3. Cancel to return to the document without making any changes.


User Guide
X-Author for Contracts (Classic)

January 2, 2025