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

  1. Open Microsoft Word and connect to X-Author Contracts.
  2. From the X-Author Templates tab, click New. The Create New Template dialog is displayed.

  3. Enter values in the fields provided as described in the following table (fields marked in red are required):

    NameGive the template a meaningful name according to its agreement type.
    Framework FormatChoose the format of your template (FX2 or Pre-FX2)
    Business ObjectChoose the valid business context (for contracts, "Agreement")
    TypeChoose the type of template to create (e.g. "Clause" or "Agreement").
    CategoryChoose the administrator-defined category.
    SubcategoryChoose the administrator-defined subcategory based on the chosen category.
    LanguageChoose the default template language.
    LocaleChoose the default template locale.
    Next Revision DateIdentify a date for the next revision of the template.
    Term ExceptionUse the lookup to search for an choose a Term Exception to apply to the template.
    KeywordsEnter comma-separated keywords to associate with the template. Can be used as tags with Document Finder.
    DescriptionEnter a description for the template.
    GuidanceEnter guidance to help users determine the purpose of the template.
    Agreement TypesChoose which Agreement Types are valid for this template. Use the arrow buttons to determine available agreement types.
  4. Click Create New. This opens the enable formatting dialog box.
  5. From the Enable Formatting dialog, configure the following fields to enable formatting:

    Field NameDescription
    Enable FormattingSelect 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 FormatSelect an option from the drop-down to choose the default format for all the Date fields in your template.
    Currency FormatSelect 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 PrecisionEnter 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 PrecisionEnter 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.)

  6. 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.