Making Clauses Delete Read-Only
You can make clauses in your X-Author clause delete read-only. You can use a delete-only clause to restrict a user from editing the clause after a document is generated. You cannot edit a delete read only clause in a generated document , but can only delete the clause. Please note enabling the XA_UnlockReadOnlyClause custom permission will also not allow editing a delete read only clause.
Delete-Read-Only clauses have the following characteristics:
- Any clause can be made read-only if a user selects delete-read only as the clause behavior.
- A delete read-only clause cannot be made smart.
- A delete read-only clause can only be defined during clause creation and not inside template.
- A delete read-only clause shows a content control boundary in the generated contract document.
- A delete read-only clause can be deleted in the generated contract document.
- The value of the delete read-only clause cannot be edited in the generated contract document.
- When you make a clause delete read-only, the smart fields or delete read-only fields inside that clause lose their smartness or delete read-only property and become plain-text fields.
Delete Read-only clause characteristics apply to clauses that are selected as delete read-only during clause creation and apply to clauses inserted from the Clause Library after generating the contract.
To make a clause delete read-only in a template
- Open Microsoft Word and log in to X-Author for Contracts Advanced.
- Go to Templates > Create New
- Select Create New Clause
- In the clause creation panel, select Delete Read-Only for the clause behavior.
- Add your clause content and check-in the clause.
- Check-out using an existing template.
-
In Contracts pane, click the Home icon (
) and select Templates.
- In the Templates pane, go to Work >Clauses.
-
The Clauses pane lists all the clauses present in your template. Select a clause
from the list and click the Settings icon (
) next to the clause name.
- In the Properties pane, verify that the Read-Only property is checked and cannot be changed.
Your template clause will now have delete read-only properties.
Clauses become uneditable after you insert them into a template.
