Creating a New Template (Pre-FX2)
X-Author Contracts allows the new FX2 format to be used for all types of fields. X-Author Contracts also continues to provide the ability to create a New Template using the pre-FX2 Template format.
This process applies to both Agreement and Clause Templates.
To create a new template, click New in the X-Author Templates ribbon tab after connecting to your Salesforce org. You will be presented with the following selection requirements.
Enter values in the fields provided as described in the following table (fields marked in red are required):
|
Field |
Description |
|---|---|
|
Name |
Give the template a meaningful name according to its agreement type. |
|
Framework Format |
Choose the format of your template (FX2 or Pre-FX2) |
|
Business Object |
Choose the valid business context (for contracts, "Agreement") |
|
Type |
Choose the type of template to create (e.g. "Clause" or "Agreement"). |
|
Category |
Choose the administrator-defined category. |
|
Subcategory |
Choose the administrator-defined subcategory based on the chosen category. |
|
Language |
Choose the default template language. |
|
Locale |
Choose the default template locale. |
|
Next Revision Date |
Identify a date for the next revision of the template. |
|
Term Exception |
Use the lookup to search for an choose a Term Exception to apply to the template. |
|
Keywords |
Enter comma-separated keywords to associate with the template. Can be used as tags with Document Finder. |
|
Description |
Enter a description for the template. |
|
Guidance |
Enter guidance to help users determine the purpose of the template. |
|
Agreement Types |
Choose which Agreement Types are valid for this template. Use the arrow buttons to determine available agreement types. |
Click Create New. This opens the enable formatting dialog box.
