Offline Agreements can be created directly in X-Author Contracts, by taking a pre-existing Microsoft Word document that was created outside of Salesforce and has not previously been associated with an Agreement and checking it in. When a document is open in X-Author Contracts and has not previously been kept in Salesforce, the Check-In option can be used for creating an offline Agreement. There are some mandatory fields that must be completed before a new Agreement can be generated, otherwise, the fields that can be displayed can be configured. The results are the same as creating an offline Agreement from the Agreements tab in Salesforce.

When you click on Check-in, the dialog box will prompt you to select an answer to the question, "Do you want to import this agreement document using the FX2 format?" The available answers are "Yes" or "No". After selecting one of the options, clicking on OK will initiate the New Offline Agreement VisualForce page where you can then enter in details for the desired Agreement record.

You must use Contract Management 6.3 or higher, as well as X-Author Contracts 6.3 or higher to create offline agreements.

To create an offline agreement

  1. In Microsoft Word, select the X-Author Contracts ribbon tab and log in.
  2. Open the Agreement document to be used to create the offline Agreement, which is currently kept outside of Salesforce.
  3. Click Check-In and the Specify Import Offline Document Attributes window is displayed.
  4. Select Yes or No depending on if you want to import the opened Agreement document using the FX2 format.
  5. Select Create as a new offline document and then click OK.
  6. In the New Offline Agreement window, you must enter values for the mandatory fields, indicated in red.
  7. Enter the remaining details for the agreement and click Save.

The agreement is added to the system, with the Word doc used to create the agreement available in the Notes & Attachments related list. You can now see the full Agreement record, with all available actions and related lists, and enter additional details as required.