X-Author Contracts allows you to set your own preferences for working with the product. User preferences are stored locally on each client machine. You can access the options by clicking one of the Dialog Launchers from the Word ribbon. Options are split into following tabs: General, Template, Version, Chatter and Language.

The following list includes important information about the Options settings.

  • In the X-Author Contracts Options settings dialog box, selecting the check box for Template > Store Template / Clause Content as Text will insert text regardless of choosing this setting. This setting currently does not work for FX2 Templates.
  • In the X-Author Contracts Options settings dialog box, selecting the check box for Version > Use enhanced redlining capability will not work. This setting currently does not work for FX2 Templates.

General Tab

This tab is used for configuring proxy settings. 

For more details, see To Enable X-Author Contracts Proxy Authentication.


Template Tab

The Template tab enables you to set preferences for the authoring of templates.

Show Mergefield errors when updating templates: When this option is deselected, any merge fields that generate errors while saving or updating a template are suppressed. Normally you would want to have this option selected so that the template designer is made aware of any merge field errors that occur when saving to the template.

Store Template/ Clause Content as Text: When this option is checked, the content of the template or clause will be updated to the Text Content field in the template record when you check-in a template or create a new one. This option should be selected, as the text that is displayed when you click the link for a template in Playbook comes from Text Content for that template record.

Default Image Size: This sets the default Height and Width for images placed in templates via RTF fields.


Version Tab

The version tab enables you to capture preferences while saving agreement versions.

Use enhanced redlining capability: Select this if you want the Author to use enhanced redlining. Normally when you select a block of text and replace it with text pasted in from the clause library, the previous selection is marked as a deletion and the text pasted in as an insertion even though only a few words might have changed. Enhanced redlining is a feature that redlines what actually changed instead of marking all of the old text as a deletion and all of the new text as an insertion.

Chatter Tab

If you have installed chatter plugin, you can set chatter related preferences from this tab.

Feed Refresh Duration: Select the chatter feed refresh duration from the picklist. If you want to refresh the feed manually, select Manual, otherwise select from the available time duration.

Language Tab

This tab is used for setting the language.

Choose Language: Select the language from the picklist that you want to set as default.