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
- Open Microsoft Word and connect to X-Author Contracts.
- From the X-Author Templates tab, click New. The Create New Template dialog is displayed.
Enter values in the fields provided as described in the following table (fields marked in red are required):
Field Description Name Give the template a meaningful name according to its agreement type. Framework Format Choose the format of your template (FX2 or Pre-FX2) Business Object Choose the valid business context (for contracts, "Agreement") Type Choose the type of template to create (e.g. "Clause" or "Agreement"). Category Choose the administrator-defined category. Subcategory Choose the administrator-defined subcategory based on the chosen category. Language Choose the default template language. Locale Choose the default template locale. Next Revision Date Identify a date for the next revision of the template. Term Exception Use the lookup to search for an choose a Term Exception to apply to the template. Keywords Enter comma-separated keywords to associate with the template. Can be used as tags with Document Finder. Description Enter a description for the template. Guidance Enter guidance to help users determine the purpose of the template. Agreement Types Choose which Agreement Types are valid for this template. Use the arrow buttons to determine available agreement types.
- Click Create New. This opens the enable formatting dialog box.
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.)
- The template is created in the system and flagged as transient.
Note: Only the header information is captured. You must check in the template to create a version.