Using X-Author Contracts for Outlook
Initiate Send for Review from the X-Author Contracts tab in Microsoft Outlook. This action invokes Outlook to send one or more agreement-related documents to internal or external parties for further review. From Microsoft Outlook you can:
- Initiate the Send for Review by checking out an agreement document and attaching it to a new Outlook message.
- Choose To and CC/BCC recipients from your Outlook address book.
- Attach files to your Outlook message for review from the agreement record, including the agreement document, supporting or offline documents, other versioned documents, or documents from the agreement record's Notes & Attachments.
- Attach files from your local drive, media, or other storage.
- Choose which documents are tracked as part of a review cycleNote:
Tracking is only enabled for versioned documents and the X-Author Contracts for Outlook add-in
- Reply as an internal reviewer and check your version of an agreement document into the agreement record.
To make use of the full functionality of Send for Review from X-Author Contracts described in this guide, you must send only documents that belong to Version Aware agreement records and have the X-Author Contracts for Outlook add-in installed. For documents that are non-Version Aware, tracking and managing of reviews will be disabled. Likewise, review tracking is not enabled if the Outlook add-in is not in use (emails can still be sent and X-Author Contracts functionality is still available for users with access).
For more information on making agreement records Version Aware, see Contract Document Versioning.
