Opening Templates
To open a template
- Open Microsoft Word and launch the add-in.
- Log in to X-Author for Contracts Advanced.
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In the Contracts pane, click the Home button (
) and select Templates.
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In the Open Templates tab, use the Search Templates box to search for a template by keyword. Click the Filter icon (
) to view the drop-down menus that can help you to refine your search according to Template Type, Category, Subcategory, Locale, and Language. A list of Templates is displayed with the last modified <Month Date, Year>.
- From the list of documents, click on the preferred template name link. It opens the latest activated version of a particular template in the same instance.
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To view and open an old template version, click the Expand button (
) to view the guidance for the template.
- Click View Versions to navigate to the template details page where you can find the details such as Type, Object, Is Active, and Active Version.
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Click on the template name link. The selected template opens in a new Microsoft instance. You can modify the template as per your requirement and check in your template.
Note:
If the template name has special characters, then each special character is retained. For this feature to work, the auto save option must be mapped to a path on the local system and not a SharePoint location.
- When you open a template that has Template Versioning enabled, the template
name is updated each time you open a template version.
The name format is: TemplateName <Version#> <number of times the same template version is opened>. For example, If you opened the second version of a template for fourth time, then the template name is displayed as TemplateName V2 4.
- When you open a template that has Template Versioning disabled, the template name does not contain the version details.
- If you already have an instance of a document or template open, you now receive a warning message that the document is already open in a previous instance. If you close the previous instance of the document, then you can proceed to open the document in a new instance
- When you open a template that has Template Versioning enabled, the template
name is updated each time you open a template version.