Spring 2020 Rev X

Inserting Clauses with Merge and Smart Fields

Updated Behavior and Recommendations section.

Spring 2020 Rev W

Comparing Features for X-Author for Contracts and X-Author for Contracts 1.0 (Classic)

New Topic

Spring 2020 Rev V

Working with Clauses

Updated the Best Practices section with more information.

Spring 2020 Rev U

Configuring Browsers for Agentless Desktop Single Sign-on on Windows using Okta

Added new topic as part of the Spring20.08.03 patch

Spring 2020 Rev T

Internal Review using Office 365

Added a new topic as a part of Spring20.04.06 patch

Added a new topic as a part of Spring20.04.06 patch

Spring 2020 Rev S

Inserting a Read-Only clause

Merging Agreement Versions

Added a new topic as a part of Spring20.01.24 patch

Modified a topic as a part of Spring20.01.24 patch

Spring 2020 Rev R

Checking In Agreements

Modified Topic as part of Spring20.08.27 Patch.

Updated topic to add Retain document name feature.

Spring 2020 Rev Q

Checking In Agreements

Modified Topic as part of Spring20.07.30 Patch.

Reconciliation

Spring 2020 Rev P

Creating New Agreement Templates

Updated topics to add new screens.

Checking In Templates

Working with Clauses

Working with Clauses

Publishing and Auto Publishing Templates

Marking Clauses in Templates

Creating New Template Versions

Checking In Template Versions

Cloning Template Versions

Activating Template Versions

Inserting Dynamic Segments

Using X-Author to Insert Merge Fields (Pre-FX2)

Using X-Author to Insert Line Item Merge Fields (Pre-FX2)

Support for Nested Child Level Merge Fields (Pre-FX2)

Checking Out Agreements

Creating Offline Agreements

Parallel Review

Sequential Review

To mark a clause in an agreement

Creating Sections (Pre-FX2)

Spring 2020 Rev O

Working with Rich Text Area Fields

Updated topic.

Image References in Templates (FX2)

Updated topic.

Checking In Agreements

Updated topic. Updated the content about the proposed document version and PDF/A options.

Spring 2020 Rev N

Inserting Clauses with Merge and Smart Fields

Modified topic. Added behavior and recommendation.

Regenerating an Agreement Document

Modified topic. Added limitations.

Using the Playbook

Modified topic. Updated the note about multi-level numbering.

Spring 2020 Rev M

Inserting Clauses with Merge and Smart Fields

Modified topic. Added behavior and recommendation.

Spring 2020 Rev L

Using a lookup field when making content conditional within a template

Modified topic. Added a note.

Spring 2020 Rev K

Troubleshooting Microsoft Word Integration Issues

Modified topic. Added content about MSI file.

Spring 2020 Rev J

Using a lookup field when making content conditional within a template

Modified topic. Updated steps for extension attribute.

Spring 2020 Rev I

Intelligent Discovery

Modified topic. Renamed Intelligent Import.

Restoring Document Metadata

New topic.

Spring 2020 Rev H

Tracking Clauses in your Agreement

Modified topic.

Sending Agreement Documents for Review

Modified topic. Bifurcated content for X-Author Contracts for Microsoft Word and Outlook.

Spring 2020 Rev G

Regenerating an Agreement Document

Modified topic.

Spring 2020 Rev F

PDF Security for Agreement Documents

Modified topic. Added a note about the Apttus Contract Management package.

Spring 2020 Rev E

Parallel Review

Modified topic. Updated the Checking in a Reviewed Document section for available menu options in X-Author Contracts.

Spring 2020 Rev D

Unlocking Read-Only Clauses

Modified topic. Added a note about assigning custom permissions to user profiles.

Unprotecting Agreement Documents

Modified topic. Added a note about assigning custom permissions to user profiles.

Checking In Agreements

Modified topic. Added a note about assigning custom permissions to user profiles.

Managing Templates

Modified topic. Added a note about assigning custom permissions to user profiles.

Managing Agreements

Modified topic. Added a note about assigning custom permissions to user profiles.

Post Installation Configuration

Modified topic. Added enabling custom permissions for user profiles feature.

Spring 2020 Rev C

PDF Security for Agreement Documents

New topic.

Spring 2020 Rev B

Making Clauses Read-Only in a Template

Modified topic. Added a link to the Unlocking Read-Only Clauses topic.

Comparing and Merging Versions

Modified topic. Updated the topic for language and style changes.

Comparing Agreement Versions

Modified topic. Updated the topic for language and style changes.

Reconciling Comments on Smart Clauses

Modified topic. Updated the description of the topic.

Parallel Review

Modified topic. Updated the description for Completed Review Status.

Regenerating an Agreement Document

Modified topic. Updated the prerequisite.

Spring 2020 Rev A

Checking in Agreements

Modified topic. Updated the topic with information about the agreement-related list in which the document is stored after check-in.

Spring 2020

Checking in Agreements

Modified topic. Added content for asynchronous checkin support.

Importing Offline Agreement Documents

Modified topic. Added content about linking the offline document with the existing major version.

Before You Install

Modified topic. Added a prerequisite to upgrade X-Author Contracts from Winter 2019 (10.0.1125.1903).

Regenerating an Agreement Document

Modified topic. Added content for retain redlines after regenerate feature.

Upgrading X-Author Contracts 

New topic.

Winter 2019

Tracking Clauses in your Agreement

Modified topic.

• Added a description for Original and Final action on checking in a clause.
• Updated to add content for tracking changes to a smart field within a smart clause and plain-text clause.
• Updated to add content for tracking clauses inserted as text.

Tracking Agreement Clause Activity

Removed topic. The content was not directly relevant to X-Author Contracts. The content is covered in the Contract Management Administrator Guide, in Tracking Agreement Clause Activity.

Tracking Agreement Clause Versions

Removed topic. The content was not directly relevant to X-Author Contracts. The content is covered in the Contract Management Administrator Guide, in Tracking Agreement Clause Activity.

Intelligent Import

Modified topic. Content added for enhancement to intelligent import's review result feature.

Using the Playbook

Inserting Clause as Text

New topic.

Changing Field Format by Locale

Modified topic. Updated to remove a prerequisite that was no longer applicable and updated content to remove references to percent.

Defining Template Locale

Modified topic. Updated to add content for user-defined locale features.

Comparing and Merging Versions

Modified topic. Topic restructured to only keep conceptual information

Comparing Agreement Versions

New topic. The content is copied from 'comparing and merging versions' topic. Has new content for compare agreements.

Merging Agreement Versions

New topic. Content restructured.

Checking In Agreements in FX2 Format

Modified topic. Content update for enhancement to check-in options feature.

Tracking Parallel Review Status

New topic.

Using the Playbook for Agreement Documents

Modified topic. Updated content for agreement protection.

Marking Fields

Modified topic. Updated content for agreement protection.

Marking a Clause in an Agreement

Modified topic. Updated content for agreement protection.

Promoting a Marked Clause to the Playbook

Modified topic. Updated content for agreement protection.

Hiding Smart Boundaries

Modified topic. Updated content for agreement protection and updated the legacy content.

Unprotecting Agreement Documents

New topic.

Reconciling Comments on Smart Clauses

New topic.

Removed topic. For pre-FX2 topics, refer to older versions of the X-Author Contracts User Guide.

Removed topic. For pre-FX2 topics, refer to older versions of the X-Author Contracts User Guide.

Removed topic. For pre-FX2 topics, refer to older versions of the X-Author Contracts User Guide.

Summer 2019 (Rev. B)

Salesforce Chatter Integration

Modified topic. Updated the topic to add prerequisites.

Summer 2019 (Rev. A)

Inserting Clause as Text

Modified topic.

• Updated the topic to remove content that was no longer applicable.
• Update the screenshot.

Summer 2019

Sending Agreements for Parallel Review

New topic. A new feature for this release.

Comparing and Merging Versions

Modified topic.

• Updated the topic for enhancement to the existing merge feature.
• Updated the screenshot.
• Removed the use case and moved it to a new topic.

Use Case: Merging a redlined MSA with a regenerated version

New topic. The content was previously part of Comparing and Merging Versions topic.

Swapping Clauses

New topic. A new feature for this release.

Checking in Agreements in FX2 Format

Modified topic.

• Updated the topic for the restrict check-in feature.
• Removed legacy content.

Unlocking Read-only Clauses

New topic. A new feature for this release.

Making Clauses Read-only in a Template

New topic. A new feature for this release.

Reconciliation

Modified topic.

• Updated the topic for enhancement to the existing feature.
• Updated the topic to include the UI changes.

To check-in and reconcile smart clauses in a contract

Modified topic.

• Renamed to Reconciling Smart Elements in an Agreement.
• Updated the content for enhancement to the reconciliation process.

Updating Smart Fields from Salesforce FX2

Modified topic. Updated the content for the enhancement of Update from Salesforce.

Creating New Template Versions

Modified topic. Updated the content for enhancement to template check-in feature.

Checking In Template Versions

Modified topic.

• Updated the content for enhancement to template check-in feature.
• Language and style edits.

About X-Author Contracts

New topic.

Using the Playbook for Agreement Documents

Modified topic. Note added for Windows update limitation.

Working with Clauses

Modified topic. Added clause best practices.

Troubleshooting Microsoft Word Integration Issues

New topic. This topic collates all the existing troubleshooting topics.

Troubleshooting Install or Login Error Messages

Removed topic. Moved under Troubleshooting Microsoft Word Integration Issues.

Troubleshooting Missing Add-In

Removed topic. Moved under Troubleshooting Microsoft Word Integration Issues.

Troubleshooting Component Installation

Removed topic. Moved under Troubleshooting Microsoft Word Integration Issues.

Enabling X-Author Contracts Add-in

Removed topic. Already covered in Troubleshooting Microsoft Word Integration Issues.

Microsoft Windows Text Size Support

Removed topic. Moved under Troubleshooting Microsoft Word Integration Issues.

Troubleshooting Documentation Generation Error Messages

Removed topic. Moved under Troubleshooting Microsoft Word Integration Issues.

Extracting MSI Files from an EXE Installer

Removed topic. Moved under Troubleshooting Microsoft Word Integration Issues.

Tasks and Events

Removed topic. No longer relevant.

Inserting Clause as Text

Modified topic. Older screenshot removed.

Updating Fields from Salesforce (FX2)

Modified topic. Topic renamed and content updated for support on read-only clause.

Spring 2019

Regenerating an Agreement Document

New topic. A new feature for this release.

Inserting Clauses with Merge and Smart Fields

Modified topic.

• Updated the topic for language and style changes.
• Updated the screenshot.
• Added the best practices tip.

Troubleshooting Missing Add-In

Modified topic. Updated the topic for language and style changes.

Winter 2018

Inserting Clause as Text

New topic. A new feature for this release.

Intelligent Import

New topic. A new feature for this release.

Summer 2018

Deleting Smart Elements

New topic. A new feature for this release.

Syncing Clause Edits

Modified topic. Updated the topic to add information about the new sync smart clause content feature.

Comparing and Merging Versions

Modified topic. Added more information about the difference between compare feature and merge feature.

Managing Agreements

Modified topic. Updated the topic to reflect the current feature name in the product. Previously the topic was named Managing Versions.

Installation Components

Removed topic. The installation components are covered in the System Requirements and Supported Platforms section in the X-Author Contracts on Salesforce Summer 2018 Release Notes.

Installation Overview

Removed topic. The 'Installation Overview' topic is covered in the Setting Up X-Author Contracts section.

Installing X-Author Contracts

Modified topic. Updated the prerequisites and updated the legacy content.

Post Installation Configuration

Modified topic. Renamed the topic and updated it to make the content current with the latest version of X-Author Contracts.

Enabling Proxy Authentication

Modified topic. Updated the topic with details about configuring proxy settings and added a new screenshot to make the content current with the latest version of X-Author Contracts.

Check-In for Templates: Auto Publishing and Refresh Features

Renamed to Refreshing Clauses in a Template.

Modified Topic. Updated the topic to remove outdated legacy content.

Publish and Auto Publish Templates from X-Author Templates

Renamed to Publishing and Auto Publishing Templates.

Modified topic. Updated the topic to remove outdated legacy content.

Mark Clause Menu in X-Author Templates

Renamed to Marking Clauses in Templates.

Modified topic. Updated the topic to include tasks for marking and unmarking a clause

To mark a clause in a template

Removed topic. Merged with Marking Clauses in Templates.

To unmark a clause in a template

Removed topic. Merged with Marking Clauses in Templates.

Checking Out Versions

Renamed to Checking Out Agreements.

Modified topic. Updated the topic to remove outdated legacy content.

Checking In Versions in FX2 format

Renamed to Checking In Agreements

Deleting Clauses from an Agreement Record

Modified topic. Updated the topic to remove outdated screenshots.