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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)

Managing Templates

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Cloning a Template

You can clone an existing template that you have checked out to make a new copy of the template.

Pre-requisites:

  • You must have an existing template checked out in X-Author Contracts.

To clone a template from an existing template:

  1. Click Clone on the X-Author Templates ribbon in Microsoft Word.
  2. Change the name of the cloned template, to suit your requirements. By default, the cloned template name has 'Copy' added to the end of the original template name. For example, if you're cloning a template named Clause Agreement Template then the default name for cloned template will be Clause Agreement Template Copy.
  3. Click Clone to save the cloned template to Salesforce.


    Note:

    You have the option to change Locale settings for your template when you clone it. To know how to define locale options when cloning, refer to Defining Locale Options when Cloning.

User Guide
X-Author for Contracts (Classic)

January 2, 2025