Offline Agreements can be created directly in X-Author Contracts Advanced 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
Open Microsoft Word and launch the X-Author for Contracts Advanced add-in.
Log in to add-inn and open the agreement document.
In the Contracts pane, go toStart > Create. The Create New Offline Agreement page is displayed.
Enter the following details (fields marked with an asterisk are required):
Fields
Description
Record Type*
Select the record type from the picklist.
Name*
Enter the agreement name.
Account*
Enter the account name.
Contact*
Enter the contact details.
Start Date
Select the start date of the agreement from the date picker.
End Date
Select the end date of the agreement from the date picker.
Locale*
Select the locale.
Date Format
Select a format to display dates.
Currency Format
Select a format to display currency.
Number Precision
Enter a number precision.
Currency Precision
Enter a currency precision.
Click Save. You will see a confirmation message and the new document is opened in a new Microsoft Word instance. Note that if the xa_disableautocheckout profile permission is set to true in Conga Platform, then after clicking save, you will only see the confirmation message. The document will not open in a new instance. For more information on disable auto check out, see Admin Settings for X-Author for Contracts Advanced
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.