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X-Author for Contracts

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

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X-Author for Contracts

Clauses

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Working with Nested Clauses

A nested clause in X-Author Templates is when you have inserted a clause into another clause, which then you insert into a contract template. For example, if a clause named Governing Law-CA is inserted into a clause named Definitions which is inserted into an MSA Template, then in this context, Governing Law-CA is a nested clause within the Definitions clause. The Definitions clause is denoted as a first-level clause and the Governing Law-CA is the second-level clause.

To create Nested Clause

  1. Open Microsoft Word and log in to X-Author for Contracts.
  2. Create a clause template. For more information on creating a clause template, see Creating New Templates. Make sure while creating the clause template, you select the Template Type as Clause.
  3. Check in the clause template. For more information on checking in templates, see Checking In Templates.
  4. Open the checked-in clause template. Place the cursor at the point where you need to insert another clause, and insert a new clause from the clause library. For more information on inserting a clause from the clause library, see Using Clause Library for Template. Now you have a nested clause.
  5. You can perform the following actions using nested clauses:
    • You can insert this nested clause inside an agreement template.
    • While working on the agreement template, you can only mark the first level clause in a nested clause as smart or read-only. You cannot mark the second-level clause as smart or read-only.
    • While working on the agreement template, you can apply conditional segments only to the first level clause. You cannot apply conditional segments for the second-level clause.
    • You can generate an agreement document using the agreement template and check in the same.
    • While working on the agreement document, only the first level clause will have the content control boundary visible. The second level clause will not have the content control boundary.
User Guide
Salesforce
X-Author for Contracts

March 7, 2025