Associating Term Exceptions

X-Author enables you to associate specific clauses in an agreement or proposal document with an exception clause or term exception. A term exception is a stipulated condition that may need the approval to grant or prevent certain allowances in an agreement or proposal.

For example: you associate an exception clause for 'Payment Terms' in an agreement document. If the payment terms value is changed and if the change is not in line with the company’s policy, which is usually a condition mentioned in the exception clause, then the agreement is sent for approvals. In X-Author, you can associate term exception in two ways: Create Section and Playbook.

Prerequisites

You or your system administrator must have set up the following in Salesforce before you can associate term exceptions:

• Create a new term exception using the custom object Term Exception in Salesforce and associate the term exception with an agreement type of your choice.
• Set the Admin property APTS_EnableTermExceptionsInAuthor to True, to be able to associate Term Exceptions to clauses via X-Author. If this setting has not been created then you must create it and set it to true.

To associate term exceptions using Create Section

1. Open Microsoft Word and check-out a document in which a section needs to be associated to a term exception.
2. Select the chunk of text to associate it with a term exception and click X-Author Contracts > Create > Create Section.
3. In the Create Section dialog, fill in the following:

   
   

   Menu Item	Description
   Action	Select an action that will execute the term exception. For example, the term exception will be triggered if the clause that you select is ‘modified’ or ‘deleted’.
   Category	Select the category of the clause. For example, Confidentiality, General, and so on.
   Subcategory	Select the sub-category of the clause.
   Risk Rating	Select the risk rating to define a risk rating for the clause.
   Exception	Select a term exception to associate the agreement clause. A list of term exceptions available for a particular agreement will be displayed (based on Active & Agreement Type filters).
   Section	Enter an appropriate name for the clause.
   Comments	Enter appropriate comments for the task.
   Section text (selected)	The section that you have selected will be visible here.
   Status	Select the status of the clause document

4. Click Save and click Check-In.
   

A new Agreement Term Exception record will be created. Also, the Agreement Clause and Agreement Term Exception related lists are automatically populated with the Term Exception name.

To associate term exceptions using the playbook