Sending an Agreement Document for Review

You must have at least 1 agreement document version generated or imported (Offline document) for the agreement record

Open Outlook and navigate to the X-Author Contracts tab.
Click Connect and choose a connection to log in to log into the Salesforce org where your documents are stored.
The Send for Review button becomes available.
Click Send for Review.
The X-Author Contracts Checkout dialog opens in a separate window.
Enter keywords into the Search box to find the agreement document's related agreement record.
Click Select to choose the agreement record.
A list of agreement documents associated with the chosen record is displayed.
Click Open to choose the agreement document to send for review. Outlook opens a new message with the chosen agreement document already attached (click the image below to enlarge).

Note:
At this point all actions in Outlook will be disabled until you have completed or canceled the Send for Review.

From here, you can send the agreement documents and other documents and attachments to any recipients in your Outlook address book or to other external recipients.
To attach additional documents associated with your agreement in Contract Management, click Attach from Apttus in the X-Author Contracts section. The Select Documents and Versions window is displayed.
The first document in the list is your primary agreement document, or the document you used to initiated the Send for Review. The most recent version of the document is automatically selected. You cannot deselect this document. Additional documents associated with your agreement records are listed and can be any of the following:
- A supporting document which you have already generated using Apttus Contract Management and tagged with Apttus properties.
- An offline agreement document attached to an existing agreement record, using the Create Offline or Import Offline agreement actions, tagged with Apttus properties.
- Any other document attached to the Notes & Attachments of the agreement record.
Select the check box next to a document to include it and click the drop-down list under the Version column to choose a specific Document Version for any attachments you want to include.

Note: Note that only one version of a document can be included as an attachment and you cannot change the version of the original agreement document. Non-versioned documents will not have this option.
Click Attach to attach the selected documents to your email.
Include any attachments stored locally using Outlook's Attach File command.
Click the To... button in your Outlook message to add recipients from your Outlook address book or enter any email address into the To... field.
Click the Cc... button to add additional recipients. Any recipients that are cc'ed or bcc'ed on the message receive copies of the documents sent for review but are not tracked by Apttus in review cycles.
Add a Subject to your email (e.g., "Please review the following documents").
Add any desired text to the body of the email regarding the review.
Click Send to send the email with the attached agreement documents to your reviewers. The Review process is officially initiated by this Send action and a Review Cycle has been created for the agreement record, including all recipients and documents.

Note:
You cannot initiate a Review Cycle if you save the email message as a draft to send later. If you are working from a draft email, please copy any message contents and attachments to a new message using the Send for Review method described above.

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Sending an Agreement Document for Review

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