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X-Author for Contracts 1.0 (Classic)

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

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X-Author for Contracts 1.0 (Classic)

Importing Offline Agreement Documents

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To add importing offline agreement actions

  1. From Setup, go to Create > Objects > Merge Event.
  2. Under Custom Fields & Relationships, click Action and for Picklist Values click New.
  3. Enter Create Offline Agreement and Import Offline Agreement on separate lines and click Save.


  4. From Setup, go to Create > Objects > Agreement Protection.
  5. Under Custom Fields & Relationships, click Action and for Picklist Values click New.
  6. Enter Import Offline Agreement and click Save.

Document protection can now be extended to documents that were imported.

User Guide
X-Author for Contracts (Classic)

January 2, 2025