Creating Offline Agreements
Offline Agreements can be created directly in X-Author Contracts, by taking a pre-existing Microsoft Word document that was created outside of CRM and has not previously been associated with an Agreement and checking it in. When you have a document open in Microsoft Word, you can create a new agreement record by checking it in as an offline agreement.
To create an offline agreement
After clicking Save, a new agreement record is created in CLM. If the Enable Document Versioning comply system property is enabled in CLM, the new agreement is available in Document Versions. If the Enable Document Versioning comply system property is not enabled and the Enable File comply system property is enabled, the new agreement is available as a type-file in the Notes & Attachments.
You can also send the offline agreement for review when the Parallel review comply system property is enabled. For more information, see Sending an Agreement Document for Parallel Review.