Creating Offline Agreements

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

1. Open Microsoft Word and launch the add-in.

2. Log in to X-Author for Contracts and open the Agreement Document. 

3. In the Contracts pane,  go to Start > Create. The Create New Offline Agreement page is displayed.

   

   The Create Offline feature can be made available to specific user profiles using the xa_disablecreateofflineadmin setting. When set to true, this feature is available for the specific user, and when the user hovers over the button, they can see the “Contact your administrator to access this feature” message. However, when set to false, the button is available for use by users. For more information, see Custom Permissions.

4. 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.

5. 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 CLM, 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 Assigning Custom Permissions to User Profiles. 

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.