Creating New Template Versions
This page contains instructions for creating a new agreement or clause templates when Template Versioning is enabled. For instructions on creating templates without versioning, see Creating New Agreement Templates (Pre-FX2 Format) in this guide.
To create a new agreement or clause template
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From the X-Author Templates tab, click New.
The Create New Template dialog is displayed.
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From the Enable Formatting dialog, configure the following fields to enable formatting:
Field Name
Description
Enable Formatting
Select this checkbox to enable locale formatting at the template and field level for your template. This allows you to define locale settings for Currency, Number, Percent and Date formats.
Optional: Specify the following fields when "Enable Formatting" is selected to modify locale formatting.
Date Format
Select an option from the drop-down to choose the default format for all the Date fields in your template.
Currency Format
Select an option from the drop-down to choose the format for all the Currency fields in the template. Choose "None" to only display Currency field values in generated documents.
Number Precision
Enter a number to define the precision for Number/Percent field values in your template (e.g., "2" if the Number/Percent field should display two digits following the decimal point.)
Currency Precision
Enter a number to define the precision for Currency field values in Your template (e.g., "2" if the Currency field should display two digits following the decimal point.)
