What's New in X-Author for Contracts 1.0 Documentation

The following table lists changes in the documentation to support each release.

Document	Topic	Description
Spring2020 Rev X	Inserting Clauses with Merge and Smart Fields	Updated Behavior and Recommendations section.
Spring 2020 Rev W	Comparing Features for X-Author for Contracts and X-Author for Contracts 1.0 (Classic)	New Topic
Spring 2020 Rev V	Working with Clauses	Updated the Best Practices section with more information.
Spring 2020 Rev U	Configuring Browsers for Agentless Desktop Single Sign-on on Windows using Okta	Added new topic as part of the Spring20.08.03 patch
Spring 2020 Rev T	Internal Review using Office 365 External Review using Office 365	Added a new topic as a part of Spring20.04.06 patch Added a new topic as a part of Spring20.04.06 patch
Spring 2020 Rev S	Inserting a Read-Only clause Merging Agreement Versions	Added a new topic as a part of Spring20.01.24 patch Modified a topic as a part of Spring20.01.24 patch
Spring 2020 Rev R	Checking In Agreements	Modified Topic as part of Spring20.08.27 Patch. Updated topic to add Retain document name feature.
Spring 2020 Rev Q	Checking In Agreements	Modified Topic as part of Spring20.07.30 Patch.
Spring 2020 Rev Q	Reconciliation	Modified Topic as part of Spring20.07.30 Patch.
Spring 2020 Rev P	Creating New Agreement Templates	Updated topics to add new screens.
	Checking In Templates
	Working with Clauses
	Working with Clauses
	Publishing and Auto Publishing Templates
	Marking Clauses in Templates
	Creating New Template Versions
	Checking In Template Versions
	Cloning Template Versions
	Activating Template Versions
	Inserting Dynamic Segments
	Using X-Author to Insert Merge Fields (Pre-FX2)
	Using X-Author to Insert Line Item Merge Fields (Pre-FX2)
	Support for Nested Child Level Merge Fields (Pre-FX2)
	Checking Out Agreements
	Creating Offline Agreements
	Parallel Review
	Sequential Review
	To mark a clause in an agreement
	Creating Sections (Pre-FX2)
Spring 2020 Rev O	Working with Rich Text Area Fields	Updated topic.
	Image References in Templates (FX2)	Updated topic.
	Checking In Agreements	Updated topic. Updated the content about the proposed document version and PDF/A options.
Spring 2020 Rev N	Inserting Clauses with Merge and Smart Fields	Modified topic. Added behavior and recommendation.
	Regenerating an Agreement Document	Modified topic. Added limitations.
	Using the Playbook	Modified topic. Updated the note about multi-level numbering.
Spring 2020 Rev M	Inserting Clauses with Merge and Smart Fields	Modified topic. Added behavior and recommendation.
Spring 2020 Rev L	Using a lookup field when making content conditional within a template	Modified topic. Added a note.
Spring 2020 Rev K	Troubleshooting Microsoft Word Integration Issues	Modified topic. Added content about MSI file.
Spring 2020 Rev J	Using a lookup field when making content conditional within a template	Modified topic. Updated steps for extension attribute.
Spring 2020 Rev I	Intelligent Discovery	Modified topic. Renamed Intelligent Import.
Spring 2020 Rev I	Restoring Document Metadata	New topic.
Spring 2020 Rev H	Tracking Clauses in your Agreement	Modified topic.
Spring 2020 Rev H	Sending Agreement Documents for Review	Modified topic. Bifurcated content for X-Author Contracts for Microsoft Word and Outlook.
Spring 2020 Rev G	Regenerating an Agreement Document	Modified topic.
Spring 2020 Rev F	PDF Security for Agreement Documents	Modified topic. Added a note about the Apttus Contract Management package.
Spring 2020 Rev E	Parallel Review	Modified topic. Updated the Checking in a Reviewed Document section for available menu options in X-Author Contracts.
Spring 2020 Rev D	Unlocking Read-Only Clauses	Modified topic. Added a note about assigning custom permissions to user profiles.
	Unprotecting Agreement Documents	Modified topic. Added a note about assigning custom permissions to user profiles.
	Checking In Agreements	Modified topic. Added a note about assigning custom permissions to user profiles.
	Managing Templates	Modified topic. Added a note about assigning custom permissions to user profiles.
	Managing Agreements	Modified topic. Added a note about assigning custom permissions to user profiles.
	Post Installation Configuration	Modified topic. Added enabling custom permissions for user profiles feature.
Spring 2020 Rev C	PDF Security for Agreement Documents	New topic.
Spring 2020 Rev B	Making Clauses Read-Only in a Template	Modified topic. Added a link to the Unlocking Read-Only Clauses topic.
	Comparing and Merging Versions	Modified topic. Updated the topic for language and style changes.
	Comparing Agreement Versions	Modified topic. Updated the topic for language and style changes.
	Reconciling Comments on Smart Clauses	Modified topic. Updated the description of the topic.
	Parallel Review	Modified topic. Updated the description for Completed Review Status.
	Regenerating an Agreement Document	Modified topic. Updated the prerequisite.
Spring 2020 Rev A	Checking in Agreements	Modified topic. Updated the topic with information about the agreement-related list in which the document is stored after check-in.
Spring 2020	Checking in Agreements	Modified topic. Added content for asynchronous checkin support.
	Importing Offline Agreement Documents	Modified topic. Added content about linking the offline document with the existing major version.
	Before You Install	Modified topic. Added a prerequisite to upgrade X-Author Contracts from Winter 2019 (10.0.1125.1903).
	Regenerating an Agreement Document	Modified topic. Added content for retain redlines after regenerate feature.
	Upgrading X-Author Contracts	New topic.

Winter 2019	Tracking Clauses in your Agreement	Modified topic. Added a description for Original and Final action on checking in a clause. Updated to add content for tracking changes to a smart field within a smart clause and plain-text clause. Updated to add content for tracking clauses inserted as text.
	Tracking Agreement Clause Activity	Removed topic. The content was not directly relevant to X-Author Contracts. The content is covered in the Contract Management Administrator Guide, in Tracking Agreement Clause Activity.
	Tracking Agreement Clause Versions	Removed topic. The content was not directly relevant to X-Author Contracts. The content is covered in the Contract Management Administrator Guide, in Tracking Agreement Clause Activity.
	Intelligent Import	Modified topic. Content added for enhancement to intelligent import's review result feature.
	Using the Playbook	Modified topic. Updated to add content for new default filter feature in Playbook. Added content to update the procedure.
	Inserting Clause as Text	New topic.
	Changing Field Format by Locale	Modified topic. Updated to remove a prerequisite that was no longer applicable and updated content to remove references to percent.
	Defining Template Locale	Modified topic. Updated to add content for user-defined locale features.
	Comparing and Merging Versions	Modified topic. Topic restructured to only keep conceptual information
	Comparing Agreement Versions	New topic. The content is copied from 'comparing and merging versions' topic. Has new content for compare agreements.
	Merging Agreement Versions	New topic. Content restructured.
	Checking In Agreements in FX2 Format	Modified topic. Content update for enhancement to check-in options feature.
	Tracking Parallel Review Status	New topic.
	Using the Playbook for Agreement Documents	Modified topic. Updated content for agreement protection.
	Marking Fields	Modified topic. Updated content for agreement protection.
	Marking a Clause in an Agreement	Modified topic. Updated content for agreement protection.
	Promoting a Marked Clause to the Playbook	Modified topic. Updated content for agreement protection.
	Hiding Smart Boundaries	Modified topic. Updated content for agreement protection and updated the legacy content.
	Unprotecting Agreement Documents	New topic.
	Reconciling Comments on Smart Clauses	New topic.
	Working with Pre-FX2 Formatted Templates Creating New Agreement Templates (Pre-FX2 Format) Checking Out a Template Checking In a Pre-Existing Template Using X-Author to Insert Merge Fields Using X-Author to Insert Line Item Merge Fields Using X-Author to Insert Smart Merge Fields Support for Nested Child Level Merge Fields Working with Clauses in Pre-FX2 Format	Removed topic. For pre-FX2 topics, refer to older versions of the X-Author Contracts User Guide.
	Working with Agreements in Pre-FX2 format Checking in Versions Creating Offline Agreements Creating Sections Highlighting Smart Fields (Pre-FX2) Tagging Smart Fields Using Enhanced Redlining Updating Smart Fields From Salesforce (Pre-FX2)	Removed topic. For pre-FX2 topics, refer to older versions of the X-Author Contracts User Guide.
	Reconciliation in Pre-FX2 format Compare & Reconcile Values Updating changes to the Apttus Agreement Record Restore Smart Fields	Removed topic. For pre-FX2 topics, refer to older versions of the X-Author Contracts User Guide.

Summer 2019 (Rev. B)	Salesforce Chatter Integration	Modified topic. Updated the topic to add prerequisites.
Summer 2019 (Rev. A)	Inserting Clause as Text	Modified topic. Updated the topic to remove content that was no longer applicable. Update the screenshot.
Summer 2019	Sending Agreements for Parallel Review	New topic. A new feature for this release.
	Comparing and Merging Versions	Modified topic. Updated the topic for enhancement to the existing merge feature. Updated the screenshot. Removed the use case and moved it to a new topic.
	Use Case: Merging a redlined MSA with a regenerated version	New topic. The content was previously part of Comparing and Merging Versions topic.
	Swapping Clauses	New topic. A new feature for this release.
	Checking in Agreements in FX2 Format	Modified topic. Updated the topic for the restrict check-in feature. Removed legacy content.
	Unlocking Read-only Clauses	New topic. A new feature for this release.
	Making Clauses Read-only in a Template	New topic. A new feature for this release.
	Reconciliation	Modified topic. Updated the topic for enhancement to the existing feature. Updated the topic to include the UI changes.
	To check-in and reconcile smart clauses in a contract	Modified topic. Renamed to Reconciling Smart Elements in an Agreement. Updated the content for enhancement to the reconciliation process.
	Updating Smart Fields from Salesforce FX2	Modified topic. Updated the content for the enhancement of Update from Salesforce.
	Creating New Template Versions	Modified topic. Updated the content for enhancement to template check-in feature.
	Checking In Template Versions	Modified topic. Updated the content for enhancement to template check-in feature. Language and style edits.
	About X-Author Contracts	New topic.
	Using the Playbook for Agreement Documents	Modified topic. Note added for Windows update limitation.
	Working with Clauses	Modified topic. Added clause best practices.
	Troubleshooting Microsoft Word Integration Issues	New topic. This topic collates all the existing troubleshooting topics.
	Troubleshooting Install or Login Error Messages	Removed topic. Moved under Troubleshooting Microsoft Word Integration Issues.
	Troubleshooting Missing Add-In	Removed topic. Moved under Troubleshooting Microsoft Word Integration Issues.
	Troubleshooting Component Installation	Removed topic. Moved under Troubleshooting Microsoft Word Integration Issues.
	Enabling X-Author Contracts Add-in	Removed topic. Already covered in Troubleshooting Microsoft Word Integration Issues.
	Microsoft Windows Text Size Support	Removed topic. Moved under Troubleshooting Microsoft Word Integration Issues.
	Troubleshooting Documentation Generation Error Messages	Removed topic. Moved under Troubleshooting Microsoft Word Integration Issues.
	Extracting MSI Files from an EXE Installer	Removed topic. Moved under Troubleshooting Microsoft Word Integration Issues.
	Tasks and Events	Removed topic. No longer relevant.
	Inserting Clause as Text	Modified topic. Older screenshot removed.
	Updating Fields from Salesforce (FX2)	Modified topic. Topic renamed and content updated for support on read-only clause.

Document

Topic

Description

Spring 2019

Regenerating an Agreement Document

New topic. A new feature for this release.

Inserting Clauses with Merge and Smart Fields

Modified topic.

Updated the topic for language and style changes.
Updated the screenshot.
Added the best practices tip.

Troubleshooting Missing Add-In

Modified topic. Updated the topic for language and style changes.

Document	Topic	Description
Winter 2018	Inserting Clause as Text	New topic. A new feature for this release.
Winter 2018	Intelligent Import	New topic. A new feature for this release.

Document	Topic	Description
Summer 2018	Deleting Smart Elements	New topic. A new feature for this release.
	Syncing Clause Edits	Modified topic. Updated the topic to add information about the new sync smart clause content feature.
	Comparing and Merging Versions	Modified topic. Added more information about the difference between compare feature and merge feature.
	Managing Agreements	Modified topic. Updated the topic to reflect the current feature name in the product. Previously the topic was named Managing Versions.
	Installation Components	Removed topic. The installation components are covered in the System Requirements and Supported Platforms section in the X-Author Contracts on Salesforce Summer 2018 Release Notes.
	Installation Overview	Removed topic. The 'Installation Overview' topic is covered in the Setting Up X-Author Contracts section.
	Installing X-Author Contracts	Modified topic. Updated the prerequisites and updated the legacy content.
	Post Installation Configuration	Modified topic. Renamed the topic and updated it to make the content current with the latest version of X-Author Contracts.
	Enabling Proxy Authentication	Modified topic. Updated the topic with details about configuring proxy settings and added a new screenshot to make the content current with the latest version of X-Author Contracts.
	Check-In for Templates: Auto Publishing and Refresh Features	Renamed to Refreshing Clauses in a Template. Modified Topic. Updated the topic to remove outdated legacy content.
	Publish and Auto Publish Templates from X-Author Templates	Renamed to Publishing and Auto Publishing Templates. Modified topic. Updated the topic to remove outdated legacy content.
	Mark Clause Menu in X-Author Templates	Renamed to Marking Clauses in Templates. Modified topic. Updated the topic to include tasks for marking and unmarking a clause
	To mark a clause in a template	Removed topic. Merged with Marking Clauses in Templates.
	To unmark a clause in a template	Removed topic. Merged with Marking Clauses in Templates.
	Checking Out Versions	Renamed to Checking Out Agreements. Modified topic. Updated the topic to remove outdated legacy content.
	Checking In Versions in FX2 format	Renamed to Checking In Agreements
	Deleting Clauses from an Agreement Record	Modified topic. Updated the topic to remove outdated screenshots.