You can clone an existing template that you have checked out to make a new copy of the template.


  • You must have an existing template checked out in X-Author Contracts.

To clone a template from an existing template:

  1. Click Clone on the X-Author Templates ribbon in Microsoft Word.
  2. Change the name of the cloned template, to suit your requirements. By default, the cloned template name has 'Copy' added to the end of the original template name. For example, if you're cloning a template named Clause Agreement Template then the default name for cloned template will be Clause Agreement Template Copy.
  3. Click Clone to save the cloned template to Salesforce.


You have the option to change Locale settings for your template when you clone it. To know how to define locale options when cloning, refer to Defining Locale Options when Cloning.