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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)

Template Versioning

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Activating Template Versions

You can use X-Author to activate a template version to make it the current active version. When a contract is generated, the active version of the template will always be used. When a template is created, the first version becomes the active version. Every subsequent version of a template requires the administrator to activate it either on check-in or manually from X-Author or Salesforce. For information on activating template versions from Salesforce, refer to Activating Template Versions in the Contract Management Administrator guide.

In X-Author, there are several ways to activate a template version, depending on your objective. You can:

  • Activate a template version at check-in.
  • Activate a template version that is currently checked out.
  • Activate any version of a template without checking it out.

To activate a template version at check-in

  1. Complete all steps required for checking in your template as described in Checking In Template Versions before clicking Check-In.
  2. Click the Activate check box to activate this version at check-in. If you do not enable this check box, the current active version will remain the active version.


  3. Click Check-In.
Your template is checked in and increments to a new version number. This version of the template is now active.

To activate a currently checked out template

  1. From the X-Author Templates tab, check out the contract you want to activate.
  2. From the X-Author Templates tab, click the Activate button. You can only activate checked out templates that are not the active version.


  3. When the template is successfully activated, the Activation dialog displays the message "Template Activated."

To activate any template version

  1. Open Microsoft Word and connect to X-Author Contracts.
  2. From the X-Author Templates tab, click Activate.
    The Activation dialog is displayed.
  3. Enter a name, keyword or description associated with your template in the search dialog, choose any filters from the provided fields, and click the Search icon .
    A list of templates matching your search is displayed.
  4. Click Select next to the template record that contains the version you want to activate.
    A list of versions is displayed, along with any comments entered when the version was last checked in.


  5. Click on Activate next to the version you want to activate.

Publishing Template Versions

Publishing templates improves document generation performance by taking referenced clauses in a template and "publishing" them before the template is used to generate a document. In Pre-FX2, this takes the content of the clause and enters it into the template body as static text, as if it was another part of the main template. In FX-2 format, updated clauses are inserted into the template.

Template Versioning allows you to be more selective when publishing templates. You can choose which versions to publish, updating nested clauses in some versions while preserving older versions of your clauses in other templates. In template versioning, publishing adopts a "bottom-up" approach. You publish the main template with nested clauses, but the process actually travels up from the updated clause to the main template itself. For example, consider a template with a nested clause that contains an updated clause. First, the clause is updated, next its parent clause is updated, and finally the main template is updated. For every update, each template version is incremented by 1.

The process for both manually and automatically publishing templates in X-Author Contracts is unchanged. Refer to Publishing for step-by-step instructions for publishing your templates.

Note:

If a template has not yet been versioned and is published, the template is published with two versions: a pre-published version and the published version.

Consider the following scenario for publishing templates when a clause has been updated:

Note:

Use Case: MSA Payment Terms Publish Scenario

Sam Sales works for Tier One Systems, and is managing two different master templates, and MSA and MCA. Both templates contain the same Net Payment Terms clause (version 1.0). The figure below represents the template and clause hierarchy for both templates. Note the Net Payment Terms clause is nested under both.



Sam is given instructions to update the Net Payment Terms clause to a Net 45 from Net 30 for MSA contracts only. Sam updates the clause to version 2.0 and activates it. This flags both parent clauses and master templates as "needs publishing." Because only the MSA contracts need to reflect the updated Net Payment Terms clause, Sam elects to publish just the MSA master template to a new version.

When the template is published, the Net Payment Terms nested in the MSA template, the Net Payment Terms clause, the MSA Payment Terms clause above it and the MSA master template are all updated to version 2.0. MSA template 2.0 is now the active template version. The MCA template is not published and still contains version 1.0 of the Net Payment Terms clause.



All MSA contracts using this template will now use the updated clause version.

User Guide
X-Author for Contracts (Classic)

January 2, 2025