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What's New in X-Author for Contracts
This section lists changes in the documentation to support each release.
Document | Publication Date | Topic | Description |
---|---|---|---|
2023.10.13 Release |
| Using Clause Library for Templates | Added a note about cutting and pasting clauses after Step 10 of "To insert a clause from Clause Library into a template". |
Checking In Templates | Added a note about supporting special characters in templates after Step 6. |
Document | Publication Date | Topic | Description |
---|---|---|---|
October '23 Release |
| Using the Clause Library for a Template | Added the following note: Older templates with clauses inserted from the Clause Library will still allow edits. Restriction of edit actions on inserted clauses applies only to clauses inserted after the October'23 release. |
| Internal Review using Office 365 | Updated note at the bottom of the topic. | |
| Checking in a Contract Document | Added Step 7 which details the Retain Document Name option. | |
Creating New Templates | Added Clause Behavior entry to the options table. | ||
Using the Clause Library for a Template |
| ||
Using the Clause Library for a Contract | Updated with information on inserting read-only clauses. | ||
Marking Clauses | Added the following:
Removed outdated content. | ||
Making Clauses Delete Read-Only in a Template | New Topic | ||
Inserting Fields in a Template | Updated topic with Read-Only Field option information | ||
Promoting Clauses to Clause Library | Added the following:
|
Document | Publication Date | Topic | Description |
---|---|---|---|
February '23 Release |
| Mixed Review using Office 365 | Created a new topic. |
Inserting Fields in a Template | Added a bullet point inside the note at the last. |
Document | Publication Date | Topic | Description |
---|---|---|---|
January '23 Release |
| Doc Fields | Added new content under the “To mark a field in an agreement” heading. |
Doc Fields | Added point 4. | ||
Inserting Fields in a Template | Added a note in the last. | ||
Inserting Fields in a Template | Edited point 4. | ||
Comparing Clauses | Created new topic | ||
Installing Production X-Author for Contracts Using Microsoft AppSource | Added Windows 11 to system requirements. |
Document | Publication Date | Topic | Description |
---|---|---|---|
December '22 Release |
| Created a new section for unmarking extracted clauses. | |
Opening an Agreement Document | Edited topic. Added a point to indicate the complete document list names can be viewed by expanding XAC pane. | ||
Using Clause Library | Created a new section for searching the clause library using advanced search filter. | ||
Using Clause Library for Template | Added point 5,6,7, and 8. |
Document | Publication Date | Topic | Description |
---|---|---|---|
November '22 Release |
| Added a new sub-topic. | |
About Clauses Menu | Edited topic. Added note for the display of the lock icon on read-only clauses. | ||
Doc Clauses | Edited topic. Added note for the display of lock icon on read-only clauses. | ||
Opening an Agreement Document | Edited topic. Added a note to indicate the documents button being disabled. |
Document | Publication Date | Topic | Description |
---|---|---|---|
Oct '22 Release |
| Edited topic. Setting XA_disableautocheckout option for template check-in. |
Document | Publication Date | Topic | Description |
---|---|---|---|
Sept '22 Release |
| Identifying Agreement Risk Using Intelligent Risk Management (Insights) | Added a new sub-topic for creating new risks. |
Document | Publication Date | Topic | Description |
---|---|---|---|
August '22 Release |
| Checking In Templates | Edited topic. Added last point mentioning opening of new template and unlocking it. |
Protecting and Unprotecting Document | Edited topic. Edited step 6. | ||
Checking in an Agreement Document | Edited topic. Added steps 11, 12, and 13. |
Document | Publication Date | Topic | Description |
---|---|---|---|
July '22 Release |
| Publishing a Template | Created a new topic. |
Reloading and Restarting X-Author for Contracts Pane | Updated topic. Added two sub topics for reload and restart XAC pane. | ||
Inserting Columns in Repeat Tables | Updated topic. Added one step. Point 9. | ||
Updating Fields from Conga CLM | Created a sub topic. |
Document | Publication Date | Topic | Description |
---|---|---|---|
May '22 Release Rev B |
| May '22 Release Notes | Added two new fixes to the Release Notes - XAJS-5687 and XAJS-5640. |
May '22 Preview Release Rev A |
| Extracting Agreement Data Using Contract Intelligence for CLM | Added a new topic. |
May '22 Preview Release |
| Viewing and Replacing Alternate Clauses | Added a new topic. |
Office 365 integration with XAC. | Added new topics for Office 365 integration. |
Document | Publication Date | Topic | Description |
---|---|---|---|
December '21 Release - Rev A |
| Installing Production X-Author for Contracts using Centralized Deployment Approach | In the Prerequisites session under “Installation using Centralized deployment approach” – Removed the line “You have the pre-release X-Author for Contracts manifest file.” Under Installation Production using Centralized Deployment method - Have added the steps to navigate to community.conga and download the package. |
December '21 Release |
| Added a new feature. | |
Modified topic. Updated steps. | |||
Opening an Agreement Document | Modified topic. Updated steps. Added Note - Opening Agreement Documents published in OCC. | ||
Sending an Agreement Document for Parallel Review | Added Note - Restriction on document published in OCC. | ||
Upgrading X-Author for Contracts | Removed Side Loading content. | ||
Viewing Alternate Clause | Added a new feature - View Alternate Clauses under Doc Clauses section. | ||
Added a new feature. | |||
Getting Started | Updated topic. |
Document | Publication Date | Topic | Description |
---|---|---|---|
Summer '21 Release |
| Logging into X-Author for Contracts | Modified topic. Updated steps. |
Opening Templates | Modified topic. Updated steps. Added a note about template versioning. | ||
Opening a Template | Modified topic. Updated steps. | ||
Creating New Templates | Modified topic. Updated steps. | ||
Creating Templates | Modified topic. Updated steps. | ||
Inserting Fields in a Template | Modified topic. Updated a tip. | ||
Making Fields Read-Only in a Template | Modified topic. Updated steps. | ||
Making Fields Smart in a Template | Modified topic. Updated steps. | ||
Inserting Fields in a Template as a Table | Modified topic. Updated steps. | ||
Inserting Fields in a Template as a Section | Modified topic. Updated steps. | ||
About Clauses Menu | Modified topic. Updated the title and steps. | ||
Making Clauses Read-Only in a Template | Modified topic. Updated steps. | ||
Making Clauses Smart in a Template | Modified topic. Updated steps. | ||
Making Clauses Condition-based in a Template | Modified topic. Updated steps. Added details about the lighting icon. | ||
Setting Segments in Templates | Modified topic. Updated steps for styles. | ||
Setting Segment in Templates | Modified topic. Updated steps for setting styles for a segment in a template and edit segment style topics. Added details about the lighting icon. | ||
Inserting Fields in Templates | Modified topic. Updated steps. | ||
Inserting Clauses into a Template | Modified topic. Updated steps. | ||
Changing Field Level Locale | Modified topic. Updated steps. | ||
Making Fields Read-Only in Templates | Modified topic. Added details about the lighting icon. | ||
Making Clauses and Clause Bundles Conditional in a Template | Modified topic. Added details about the lighting icon. | ||
Reviewing Doc Fields after Intelligent Discovery | Modified topic. Added new topics. | ||
Making Columns and Rows Conditional in a Table | Modified topic. Added details about the lighting icon. |
Document | Topic | Description |
---|---|---|
Spring '21 Rev B | Installing Pre-Release X-Author for Contracts | Modified topic. Added a note. |
Installing Production X-Author for Contracts | Modified topic. Added a note. | |
Spring '21 Rev A | Checking In a Template | Modified topic. Added a note. |
Cloning a Template | Modified topic. Updated description of alternate clause field. | |
Reviewing Doc Fields after Intelligent Discovery | Modified topic. Updated steps and limitations. | |
Spring '21 | Creating New Templates | Modified topic. Added a new field alternate clause. |
Checking In Templates | Modified topic. Added a new field alternate clause. | |
Inserting and Deleting Clauses | Modified topic. Added a note for an alternate clause. | |
Creating Templates | Modified topic. Added a new field alternate clause. | |
Checking In a Template | Modified topic. Added a new field alternate clause. | |
Inserting and Deleting Clauses | Modified topic. Updated description of the topic. | |
Inserting Fields in a Template | Modified topic. Updated steps. | |
Making Fields Read-Only in a Template | Modified topic. Updated steps. | |
Making Fields Smart in a Template | Modified topic. Updated steps. | |
Inserting Fields in a Template as a Table | Modified topic. Updated steps. | |
Making Columns and Rows Conditional in a Repeat Table and Repeat Section | Modified topic. Updated steps. | |
Inserting Fields in a Template as a Section | Modified topic. Updated steps. | |
Modified topic. Removed a note about the Windows system. | ||
Defining Template Locale | Modified topic. Updated note about deleting locales. | |
Highlighting Smart and Read-Only Fields | New topic. | |
Cloning a Template | Modified topic. Added a new field alternate clause. | |
Inserting Clauses into a Template | Modified topic. Updated steps. | |
Inserting Clause Bundles into a Template | Modified topic. Updated steps. | |
Doc Fields | Modified topic. | |
Sending an Agreement Document for Parallel Review | Modified topic. Updated steps. | |
Extracting Agreement Data Using Intelligent Discovery | Modified topic. Removed content to unmark a field after Intelligent Discovery. | |
New topic. | ||
New topic. | ||
Comparing and Merging Contract Documents | Modified topic. Added behavior and limitation. | |
Marking Clauses | Modified topic. Added validation for character limit. |
Document | Topic | Description |
---|---|---|
Summer '20 | Installing Production X-Author™ for Contracts 2.0 | Modified topic.
|
Making Clauses Read-Only in a Template | New topic. A new feature for this release. | |
Unlocking Read-Only Clause | Modified topic. Updated description of the topic. | |
Making Clauses Smart in a Template | Modified topic. Updated the screenshot. | |
Creating New Templates | Modified topic. Added content for new fields like Name, Agreement Type, Category, Subcategory, Language, Keywords, Next Revision Date, Description, and Guidance. | |
Extracting Agreement Data Using Intelligent Discovery | New topic. A new feature for this release. | |
Template Versioning | New topic. A new feature for this release. | |
Creating New Template Versions | New topic. A new feature for this release. | |
Opening Template Versions | New topic. A new feature for this release. | |
Locking and Unlocking Templates | New topic. A new feature for this release. | |
Checking In Template Versions | New topic. A new feature for this release. | |
Cloning Template Versions | New topic. A new feature for this release. | |
Using the Clause Library for a Contract | Modified topic. Added content for working with non-versioned clause templates. | |
Promoting Clauses to Clause Library | Modified topic. Added a note for template versioning. | |
Creating Offline Agreements | Modified topic. Updated the screenshot. | |
Inserting Fields in a Template as a Table | Modified topic. Added a step about making columns and rows conditional in a table. | |
Making Columns and Rows Conditional in a Repeat Table and Repeat Section | New topic. A new feature for this release. | |
Logging into X-Author™ for Contracts 2.0 | Modified topic. Removed Prerequisite and updated steps to log in. | |
Opening a Contract Document | Modified topic. Added product limitations. | |
Refreshing Clauses in a Template | Modified topic. Added behavior and limitations. | |
Marking Clauses | Modified topic. Added behavior and recommendation. | |
Upgrading X-Author™ for Contracts 2.0 | Modified topic. Added a note about Centralized Deployment. |
Document | Topic | Description |
---|---|---|
Spring '20 Rev A | Updating Multiple Smart Fields in a Document | New topic. |
Spring '20 | Support for Office 365 | X-Author for Contracts provides beta support for Office 365 online and is open to a limited audience. If you want to know more about the feature or you have any queries, please contact Product Management. |
Document | Topic | Description |
---|---|---|
Winter '19 | Creating Offline Agreements | Modified topic. Added content about the ability to perform the parallel review for offline agreements. |
Importing Offline Agreements | Modified topic. Added content about the ability to perform the parallel review for imported offline agreements. | |
Inserting Clauses | Modified topic. Added content for tracking clauses inserted as plain text. | |
Tracking Clauses in your Agreement Document | Modified topic. Added content for tracking clauses inserted as plain text. | |
Checking in an Agreement Document | Modified topic. Added details about the ability of administrators to control the availability of check-in options. | |
Sending an Agreement Document for Parallel Review | Modified topic. Added details about the ability of administrators to control the availability of check-in options. | |
Inserting Fields in a Template | Modified topic. Added content for searching fields while inserting fields in a template. | |
Tracking Review Status | New topic. A new feature for this release. | |
Creating New Templates | Modified topic. Added content for locale support while creating a template. | |
Cloning a Template | Modified topic. Added content for locale support while cloning a template. | |
Checking In Templates | Modified topic. Added content for locale support while checking-in a template. | |
Defining Template Locale | New topic. A new feature for this release. | |
Changing Field Format by Locale | New topic. A new feature for this release. | |
Upgrading X-Author for Contracts 2.0 | New topic. A new feature for this release. | |
Logging into X-Author for Contracts 2.0 | Modified topic. Added information about the new login UI. | |
Installing Production X-Author for Contracts 2.0 | Modified topic. Added details about the new installer. | |
Installing Pre-Release X-Author for Contracts 2.0 | New topic. A new feature for this release. | |
Installing Pre-Release X-Author for Contracts 2.0 Without an Installer | New topic. A new feature for this release. | |
Installing Production X-Author for Contracts 2.0 Without an Installer | Modified topic. Added new manifest file details. |
Document | Topic | Description |
---|---|---|
Summer '19 | Localization | New topic. A new feature for this release. |
Use Case: Managing Localization | New topic. A new feature for this release. | |
Comparing and Merging Agreement Documents | New topic. A new feature for this release. | |
Unlocking Read-Only Clauses | New topic. A new feature for this release. | |
Restricting Agreement Document Check-In and Check Out | New topic. A new feature for this release. | |
Sending an Agreement Document for Parallel Review | New topic. A new feature for this release. | |
Working with Files | New topic. A new feature for this release. |
Document | Topic | Description |
---|---|---|
Spring '19 | Preview Reconciliation | New topic. A new feature for this release. |
Hiding or Showing Smart Boundaries | New topic. A new feature for this release. | |
Inserting Fields in a Template as a Table | New topic. A new feature for this release. | |
Inserting Fields in a Template as a Section | New topic. A new feature for this release. | |
Setting Segments in Templates | New topic. A new feature for this release. |
Document | Topic | Description |
---|---|---|
Winter '18 | Making Fields Read Only in a Template | New topic. A new feature for this release. |
Refreshing Clauses in a Template | New topic. A new feature for this release. | |
Opening an Agreement Document | Modified topic. This topic is updated to add information about the number of agreements displayed on logging in. |
Document | Topic | Description |
---|---|---|
Summer '18 | Template Expression Builder | New topic. A new feature for this release. |
Setting Segments in Templates | New topic. A new feature for this release. | |
Deleting Smart Elements | New topic. A new feature for this release. | |
Promoting Clauses | New topic. A new feature for this release. | |
Inserting Inline Clauses | Modified topic. This topic is updated to add information about the new inline clauses feature. | |
Tracking Clause Activity | New topic. This topic is added for enhancement to Clause Tracking feature. | |
Making Clauses Condition-based | New topic. A new feature for this release, as part of the Template Expression Builder feature. | |
About Template Clauses | Renamed to About Template Clauses Menu. |