Referencing Term Exceptions
The Check-In dialog box includes the ability to associate a term exception with a template when it is checked in. This adds the term exception to the Term Exception field on the Template record and also adds an entry in the Sections/Clauses related list on the Term Exception for the template.
Prerequisites
- For using Term Exception, you must have version 7.0 or higher for both X-Author Contracts and Contract Management.
To reference a term exception while checking in
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Select one or more Agreement Types and the Term Exception list will be populated with term exceptions that have the same agreement type.
If you edit the template in X-Author later and change the term exception associated with it, the Template record and the old and new Term Exception records will be updated accordingly.
