Creating Sections (Pre-FX2)
X-Author Contracts can be used to create agreement sections from selected agreement document text. These sections get inserted into the Agreement Clause related list associated with an agreement. Subsequently, they can be selected from the Playbook and inserted into other agreement documents. This feature provides the same functionality as manually creating a new agreement clause object in Salesforce.
To create a section
You must have an agreement document open.
The agreement clause is saved in Salesforce.