You can make clauses in your X-Author templates read-only. When you enable the read-only attribute for a clause in a template, that clause becomes uneditable in the generated document. You can mark a clause as read-only to restrict a user from editing the clause after a document is generated. You cannot edit or delete a read-only clause in a generated document unless you have enabled XA_UnlockReadOnlyClause custom permission in Conga CLM. 

Read-Only clauses have the following characteristics:

  • Any clause can be made read-only.
  • A read-only clause cannot be made smart.
  • A read-only clause can only be defined in a template.
  • A read-only clause shows a content control boundary in the generated contract document. 
  • A read-only clause cannot be deleted in the generated contract document. 
  • The value of the read-only clause cannot be edited in the generated contract document.
  • When you make a clause read-only, the smart fields or read-only fields inside that clause lose their smartness or read-only property and become plain-text fields.

Read-only clause characteristics apply to clauses that are marked read-only in a template and do not apply to those clauses that are inserted from the Clause Library after generating the contract.

To make a clause read-only in a template

  1. Open Microsoft Word and log in to X-Author for Contracts Advanced.
  2. In Contracts pane, click the Home icon () and select Templates.
  3. In the Templates pane, go to Work >Clauses.

  4. 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 .

  5. In the Properties pane, toggle the Read-Only Clause switch on and click Save.

When you enable the Smart Clause attribute, the value of Read-Only Clause attribute is disabled. 

Your template clause will now have read-only properties. To remove the read-only properties of a clause, toggle the Read-Only Clause switch off (grayed out).