Download page Use Case: Merging a redlined MSA with a regenerated version.
Use Case: Merging a redlined MSA with a regenerated version
Mary Manager is working with an MSA document generated from an agreement. There have been several rounds of negotiations, mainly consisting of various redlines being made to clauses and text marked as fields.
Sam Sales makes changes to the Agreement record in Salesforce, adding several more Agreement Products to the agreement.
Mary realizes that this will require the agreement document to be regenerated, but does not want to lose all the changes made to the redlined version. She decides to use X-Author's Merge Versions functionality.
On the Agreement record, Mary selects Regenerate to generate a new agreement document that captures the Agreement Product information.
Mary opens the redlined version in Word, checks it out, and chooses Compare from the X-Author Contracts ribbon.
Mary chooses the redlined version from the left pane (1.4.0) and the regenerated version from the right pane (2.0.0) and selects Merge Selected Versions.
Mary verifies that the redlined changes are still present, and checks the agreement line items that were present in the regenerated version. Redlines
New Line Items
Mary checks in the document as the new redlined version, appending the Suggested Name with "Merged."
On the agreement record, the merged document is available under Document Versions (because this was a version-aware agreement).
