Offline Agreements can be created directly in X-Author Contracts, by taking a pre-existing Microsoft Word document that was created outside of Salesforce and has not previously been associated with an Agreement, and checking it in.

When a document is open in X-Author Contracts and has not previously been kept in Salesforce, the Check-In option can be used for creating an Offline Agreement. There are some mandatory fields that must be completed before a new Agreement can be generated, otherwise the fields that can be displayed can be configured. The results are the same as creating an Offline Agreement from the Agreements tab in Salesforce.

When you click Check-in, the dialog box will prompt you to select an answer to the question, "Do you want to import this agreement document using the FX2 format?" The available answers are "Yes" or "No". After selecting one of the options, clicking OK will initiate the New Offline Agreement VisualForce page where you can then enter in details for the desired Agreement record.