Making Clauses Read-Only in a Template
You can make clauses in your X-Author templates, read-only. When you enable the Read-Only attribute for a clause in a template, that clause becomes uneditable in the generated document. You can edit and take action on a read-only clause in a generated document only if you have enabled 'XA_UnlockReadOnlyClause' custom permission in Contract Management. For more information on how to unlock a read-only clause, see Unlocking Read-only Clauses.
Read-only clauses are only considered read-only in the context of the generated document. In Contract Management, the read-only clause is listed in the Agreement Clauses related list, with clause status as Original. The Original status only applies to the read-only clauses that are part of the template and does not include clauses that you have inserted from the Playbook after generating the agreement.
Read-Only clauses have the following characteristics:
- Any clause can be made Read-Only clause.
- A Read-Only clause cannot be made Smart.
- A Read-Only clause can only be defined in a template.
- A Read-Only clause shows a content control boundary in the generated agreement documents.
- The value of the Read-Only clause cannot be edited in the generated agreement document.
- When you make a clause read-only, the smart fields or read-only fields inside that clause lose their smartness or read-only property and become plain-text fields.
- You cannot mark a clause as read-only in the header or footer of a template.
To make a clause read-only in a template
- From the X-Author Templates ribbon, select Control Panel.
- Search for and click the clause in the Navigation Pane to highlight it in the document. Or, select and click on the clause content in the template to highlight it.
- From the Properties pane, under Control Panel, set the Attribute of Mark as Read-Only to True. By default, this attribute is False. Simultaneously, the value of Mark as Smart? is updated to False.
