This page contains instructions for opening templates when Template Versioning is enabled. For instructions on opening templates without versioning, see Opening Templates in this guide.

Using X-Author Templates, you can open any template version from the repository and make changes to static text and other content in the document. When the document is finalized, you can check in the template and modify properties as needed (for example, you can change which contract types it is associated with). As with contracts, when you check out a template, a lock is enabled on the document, preventing other users from editing it while you are working on it. After you release the lock or check in the template, the lock is released. Note that the lock only prevents other users from checking out the version you are working on, not every version of the template. For more information about locking and unlocking templates, see Locking and Unlocking Templates . 

To open a template version

  1. Open Microsoft Word and launch the X-Author for Contracts Advanced add-in.

  2. Log in to X-Author for Contracts Advanced.

  3. From the Contracts pane, click the Home icon() and select Templates.

  4. In the Templates pane, go to Start tab > Search > Search Templates.

  5. Use the Search box to search for a template by keyword. Click the Filter icon () to expose drop-down menus that can help you to refine your search according to Template Type, Category, Subcategory, Locale, and Language.

  6. Click the Search icon () to display a list of templates that match your criteria. 

  7. From the list of templates, click the Expand icon () and click View Versions. The Template Details pane opens. It contains the Type, Business Object, Is Active flag, and Active Version of the template. Active Version is not displayed if the template is not active.

  8. Click the Expand icon () near the template version to view the comments saved for that template version. 

  9. To open a template version, click the template name. Your document is opened in a new Microsoft Word instance. You can modify the template as per your requirement and check in your template.

Opening Templates with No Versions

You will likely have many templates in your org that were created before enabling Template Versioning. In this case, these templates will not have a template version. After Template Versioning is enabled, the first time you expand or select a non-versioned existing template, the system automatically creates an initial template version (1.00). You can open the newly created template version.