In addition to the standard locales available in Contract Management, you can define and use user-defined custom locales in your agreement templates, clause templates, and template fields. You can use the user-defined or custom locales with both versioned and non-versioned templates. These user-defined locales are available for templates of all types, like, agreements, clauses, proposals, and billing invoices.

You can define the locale and use it at the time of creating a template or while checking the template in. The same locales are also present at field level at the time of inserting a smart field; provided, Enable Formatting is selected at the time of check-in. The field values are shown according to the locale setting. For currency fields, the precision and symbol values depend on the locale setting configured at the field level, or clause level, or template level while the currency value is reflected as defined in the agreement record. If the template does not have a locale specified, the default locale of English (United States) is applied.

The standard locales available in Contract Management and supported by X-Author Contracts are: English (US), English (UK), English (Canada), English (Ireland), Italian, German, Chinese, Japanese, Korean, Thai, Norwegian, Swedish, Russian, Portuguese, Polish, Greek (Greece), and Spanish. For more information on how to create custom locales, refer to Adding Custom Locale topic in the latest Contract Management on Salesforce Administrator Guide.

Custom locales are created in Contract Management by your system administrators. X-Author Contracts allows you to use the values of the custom locales and the associated formatting of various fields while creating templates of all types— agreement, clause, proposal, or billing. Within X-Author Contracts, user-defined or custom locales are supported with the following features:

• Creating a new template or checking-in an existing template
• Previewing Reconciliation and Check-in with Reconciliation pages
• Using playbook to insert a clause, either smart clause or text clause, and to swap clause
• Control Panel
• Marking a Clause- The locale drop-down lists the custom locales as well as the standard locales. You can use the custom locales to filter the clauses in the Mark Clause search list.
• Marking a field- The currency and date format, and currency and number precision convert to the locale setting of the template. the default locale used for marking a field is English (U.S.) locale with the following default formats:
  • Date format - m/dd/yy, mm/dd/yyyy, and mm/dd/yy
  • Currency format- The display format is 1,234,50.46
• Promoting a marked clause: The locale drop-down lists the custom locales as well as the standard locales.
• Update From Salesforce
• Validate Fields