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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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Cloning Template Versions

Note:

This page contains instructions for cloning templates when Template Versioning is enabled. For instructions on creating templates without versioning, see Cloning a Template in this guide.

You can clone a template when the need arises to have a template with similar language or elements. When you clone a template version, a new template record is created as version 1.0. Remember the following when cloning a template version:

  • You can only clone the active version of a template.
  • You cannot use the clone button if any version other than the active version is open in X-Author.
  • Cloning a template record is just like creating a new one except for a copy of the document you are cloning is attached to the new record as the first version.

To clone a template version

  1. Open Microsoft Word and connect to X-Author Contracts.
  2. Check out the template version you want to clone.
  3. From the X-Author Template tab, click Clone. The Clone Template dialog is displayed.


    Note:

    The Clone button will not be available unless the template you are cloning is the active version.

  4. Make changes to the template header information as necessary. By default, the template Name appends the word "Copy" to the original name. For information on fields in the Clone Template dialog, refer to Creating New Template Versions.
  5. Click Clone. After the cloning is successful:
    • X-Author creates a copy of the template as a new template record with the new name and header information.
    • The template version information is saved to the record as version 1.0.
    • A copy of the template document is saved to the Notes & Attachments Related List of the template record.
    • The currently opened document is renamed to TemplateName.docx and remains checked out. When you check in the template the version will be incremented as usual.

To View Parent Template Version

You can clone a template from another template version and can track the version of the parent template from which the current template was cloned. To view the parent version of the current template:

  1. Login to Salesforce.
  2. Go to Templates tab to view the template record.
  3. Go to Versions related list.
  4. In the versions related list you can see the parent version of the current template in the Parent Version column. You can also see the active version from the Active Version field in the Publish Templates related list. The parent version of the new template created is blank because it does not have a parent template.
    Note:

    To view parent version, make sure to add the Parent Version column to the Versions related list using Edit Layout option from Salesforce.

User Guide
X-Author for Contracts (Classic)

January 2, 2025