What's New in X-Author for Contracts 1.0 Documentation
The following table lists changes in the documentation to support each release.
Spring '20
Document |
Topic |
Description |
---|---|---|
Spring 2020 Rev X | 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 |
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 |
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 |
Modified Topic as part of Spring20.08.27 Patch. Updated topic to add Retain document name feature. | |
Spring 2020 Rev Q |
Modified Topic as part of Spring20.07.30 Patch. | |
Spring 2020 Rev P |
Updated topics to add new screens. | |
Spring 2020 Rev O |
Updated topic. | |
Updated topic. | ||
Updated topic. Updated the content about the proposed document version and PDF/A options. | ||
Spring 2020 Rev N |
Modified topic. Added behavior and recommendation. | |
Modified topic. Added limitations. | ||
Modified topic. Updated the note about multi-level numbering. | ||
Spring 2020 Rev M |
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 |
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 |
Modified topic. Renamed Intelligent Import. | |
New topic. | ||
Spring 2020 Rev H |
Modified topic. | |
Modified topic. Bifurcated content for X-Author Contracts for Microsoft Word and Outlook. | ||
Spring 2020 Rev G |
Modified topic. | |
Spring 2020 Rev F |
Modified topic. Added a note about the Apttus Contract Management package. | |
Spring 2020 Rev E |
Modified topic. Updated the Checking in a Reviewed Document section for available menu options in X-Author Contracts. | |
Spring 2020 Rev D |
Modified topic. Added a note about assigning custom permissions to user profiles. | |
Modified topic. Added a note about assigning custom permissions to user profiles. | ||
Modified topic. Added a note about assigning custom permissions to user profiles. | ||
Modified topic. Added a note about assigning custom permissions to user profiles. | ||
Modified topic. Added a note about assigning custom permissions to user profiles. | ||
Modified topic. Added enabling custom permissions for user profiles feature. | ||
Spring 2020 Rev C |
New topic. | |
Spring 2020 Rev B |
Modified topic. Added a link to the Unlocking Read-Only Clauses topic. | |
Modified topic. Updated the topic for language and style changes. | ||
Modified topic. Updated the topic for language and style changes. | ||
Modified topic. Updated the description of the topic. | ||
Modified topic. Updated the description for Completed Review Status. | ||
Modified topic. Updated the prerequisite. | ||
Spring 2020 Rev A |
Modified topic. Updated the topic with information about the agreement-related list in which the document is stored after check-in. | |
Spring 2020 |
Modified topic. Added content for asynchronous checkin support. | |
Modified topic. Added content about linking the offline document with the existing major version. | ||
Modified topic. Added a prerequisite to upgrade X-Author Contracts from Winter 2019 (10.0.1125.1903). | ||
Modified topic. Added content for retain redlines after regenerate feature. | ||
New topic. |
Winter '19
Winter 2019 |
Tracking Clauses in your Agreement |
Modified topic.
|
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 |
| |
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
|
Removed topic. For pre-FX2 topics, refer to older versions of the X-Author Contracts User Guide. | |
Working with Agreements in Pre-FX2 format
|
Removed topic. For pre-FX2 topics, refer to older versions of the X-Author Contracts User Guide. | |
Reconciliation in Pre-FX2 format
|
Removed topic. For pre-FX2 topics, refer to older versions of the X-Author Contracts User Guide. |
Summer '19
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.
|
Summer 2019 |
Sending Agreements for Parallel Review |
New topic. A new feature for this release. |
Comparing and Merging Versions |
Modified 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.
| |
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.
| |
To check-in and reconcile smart clauses in a contract |
Modified topic.
| |
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.
| |
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. |
Spring '19
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.
| |
Troubleshooting Missing Add-In |
Modified topic. Updated the topic for language and style changes. |
Winter '18
Document |
Topic |
Description |
---|---|---|
Winter 2018 |
Inserting Clause as Text |
New topic. A new feature for this release. |
Intelligent Import |
New topic. A new feature for this release. |
Summer '18
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. |