From X-Author Contracts, you can manage existing templates and create new agreement and clause templates. You can create, clone, and delete templates and insert merge or smart fields in the templates.

Your system administrator defines custom permissions to provide access to the X-Author Templates tab. If you are unable to access the X-Author Templates tab, contact your system administrator. For more information, see Assigning Custom Permissions to User Profiles topic in Contract Management on Salesforce Administrator Guide

The following list describes the topics covered under this section: