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Download page X-Author for Contracts Features List.
X-Author for Contracts Features List
| Release Added/Modified | Feature |
|---|---|
| 2301 (February '23 - 2023.2.0) | Send Documents for Mixed Review using Office 365 |
| 2301 (January '23 - 2023.1.0) | Ability to Mark a Field inside a Clause |
| Displaying Lock icon for Read-only fields | |
| Displaying API Name of the Field | |
| Disabling Read-only and Smart Property for Fields inside the Header and Footer | |
| Compare Clause Text | |
| 2202 (December '22 - 2022.12.0) | Unmarking Clauses Extracted Using Contract Intelligence for CLM |
| Searching the Clause Library Using Advance Search Filters for Templates and Contracts | |
| Disabling Lock Icon after Checking in Templates and Agreements | |
| Viewing Complete Document Name | |
| 2202 (November '22 - 2022.11.0) | Displaying a Lock Icon for Read-only Clauses and Fields |
| Disabling Documents Button when no Agreements are Displayed | |
| 2202 (October '22 - 2022.10.0) | Ability to disable Auto Check Out option while checking in templates |
| 2202 (September '22 - 2022.09.0) | Creating New Risk for Insights |
| 2201 (August '22 - 2022.08.0) | Adding Keywords or Tags |
| Retaining Redlines after Unprotecting Document | |
| 2201 (July '22 - 2022.07.0) | Publish a Template |
| Reload and Restart X-Author for Contracts Pane | |
| Insert Columns in Repeat Tables | |
| Update Fields from Conga CLM | |
| 2201 (June '22 - 2022.06.0) | Protect and Unprotect Document |
| Replace an Alternate Clause with another Alternate Clause | |
| Checking In Document using Update Current Version Option | |
| Inserting Dynamic Segments | |
| Inserting Dynamic Segments | |
| Format Date Fields for Non-Localized Templates | |
| Creating Nested Clauses | |
| Creating Nested Segments | |
| Inserting Clause with Formatting | |
| Viewing Complete Agreement Name | |
| Viewing Complete Clause Name | |
| Deleting Inserted Clause | |
| Changed Button Names for Setting Template Segments | |
| Added a Filter to view both All Fields and Modified Fields | |
| Added a Filter to view both All Clauses and Modified Clauses | |
| Remarking Extracted Clauses after Intelligent Discovery | |
| Remarking Extracted Clauses after Contract Intelligence for CLM | |
| 2201 (May '22) | View and Replace Alternate Clauses |
| External Review Using Office 365 | |
| Internal Review Using Office 365 | |
| Revamp of All User Interface (UI) Messages | |
| 2103(December '21) | Viewing Alternate Clauses |
| Regenerating Agreement Document with Redlines | |
| Support for Asynchronous Check-in | |
| Intelligent Risk Management | |
| Opening Agreement Document in the same instance | |
| 2102 (Summer '21) | Re-marking the extracted fields |
Deleting the extracted fields | |
Enhancements to User Interface | |
Opening Templates in the same instance | |
Renaming the Playbook to Clause Library | |
Ability to view all Conditions added to Segments and Clauses | |
Ability to view field type in Insert Field pop-up window | |
| 2101 (Spring '21) | Install X-Author for Contracts Add-in using Microsoft AppSource |
Ability to Create Alternate Clause | |
Ability to Clone Alternate Clause | |
Ability to Refresh Intelligent Discovery Status | |
Review Doc Fields after Intelligent Discovery | |
Enhanced Intelligent Discovery Data Processing | |
| Version Winter20.01.15 | Renamed Intelligent Import |
Ability to Dynamically Display Hide or Show Smart Boundary Menu | |
| Version Winter20.11.13 | Duration Optimization for Success and Informal Message |
| 2003 (Winter '20) | Introducing X-Author for Contracts for Conga CLM (Contracts for Salesforce) |
| 2002 (Summer '20) | Windows OS Certification |
Support for Centralized Deployment | |
Intelligent Import | |
Template Versioning | |
Support for Read-Only Clauses | |
Ability to make Columns and Rows Conditional in a Table | |
Introduced new fields in Create New Template | |
Updates to Playbook | |
Updates to Promoting Clauses to Playbook | |
| 2001 (Spring '20) | Support for Office 365 |
| 1903 (Winter ’19) | Template Localization |
| Custom Locale in Templates | |
| Customize Save Options | |
| Send Offline Agreements for Parallel Review | |
| Track Document Review Status | |
| Ability to Search Fields in Insert Field Popup | |
| Clause Action in Agreement Related List | |
| UI Enhancements | |
| Updates to Clause | |
| 1902 (Summer ’19) | Working with Files |
| Sending an Agreement Document for Parallel Review | |
| Restricting Agreement Document Check-In and Check Out | |
| Unlocking Read-Only Clauses | |
| Comparing and Merging Agreement Documents | |
| Localization | |
| 1901 (Spring ‘19) | Set Style and Condition for Segments |
| Insert Fields in a Template as a Table or a Section | |
| Show or Hide Smart Boundaries | |
| Preview Reconciliation | |
| 1803 (Winter ‘18) | Number of Agreements Displayed on Login |
| Ability to Refresh Clauses in a Template During Editing | |
| Ability to Hide Contracts and Templates Tabs | |
| Ability to Mark a Field as Read Only in a Template | |
| 1802.0.1 (Summer ‘18) | UI Enhancements
|
| Enhanced Document Versioning | |
| Enhanced Clause Status Tracking | |
| Auto Enable Reconciliation | |
| Insert Inline Clauses from Playbook | |
| Promote Clause | |
| Delete Smart Elements Using Backspace Key or Delete Key | |
| Set Conditional Segments in Templates | |
| Template Expression Builder | |
| 1801.5 (Spring ’18 Minor Release) | Managing Templates:
|
| Track Changes to Smart Field | |
| 1801 (Spring ‘18) | New UI |
| Import Offline Agreement | |
| Create Offline Agreement | |
| Force Reconciliation | |
| Show Latest Version of Contract Document Using Action Permissions | |
| Auto Enable PDF Selection and PDF Selection Override | |
| Auto Check-Out | |
| Updatable Fields | |
| Unprotect Documents | |
| Lock/ Unlock an Agreement Document | |
| Document Security | |
| Connection Manager | |
| 1703 (Winter ‘17) | Manage Templates (Salesforce BETA)
|
| 1.0 (Summer ‘17) | Manage Templates (Salesforce BETA)
|
| Manage Agreements | |
| 1.0.0324 (Mar ‘16) | X-Author Console Enhancements |
| Import Offline Agreements | |
| 1.0.0225 (Feb ‘16) | Reconcile document fields with Salesforce record |
| Comment on documents (View, Add, Modify, Delete, Reply) | |
| Mark fields and clauses in 3rd party documents for easier change tracking | |
| Access Playbook to insert pre-approved clauses during negotiation | |
| Validate smart fields to ensure data integrity | |
| Accept / Reject changes to smart fields, smart clauses and document text | |
| Check-in / Check-out documents |
DOC ID: XACDEC21FBR20211103