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.