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	12 Nov 2024	Clauses	Added best practices to the overview.
	08 Oct 2024	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".
	08 Oct 2024	Checking In Templates	Added a note about supporting special characters in templates after Step 6.

Document	Publication Date	Topic	Description
October '23 Release	02 May 2024	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.
	08 Apr 2024	Internal Review using Office 365	Updated note at the bottom of the topic.
	04 Oct 2023	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	Updated with information on inserting read-only clauses. Added a note stating that after you insert a clause into a template, you cannot edit text, insert or mark a field, or mark segments within the clause.
		Using the Clause Library for a Contract	Updated with information on inserting read-only clauses.
		Marking Clauses	Added the following: Category and subcategory fields are retrieved from the Agreement clause object If the Category and Subcategory do not match the Agreement Clause object when promoting a clause from the Template Object, then users must manually select the Category and Subcategory while marking a clause. Removed outdated content.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: Category and subcategory fields are retrieved from the Agreement clause object

Document	Publication Date	Topic	Description
February '23 Release	01 Feb 2023	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	07 Dec 2022	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	07 Dec 2022	Reviewing Doc Clauses After Agreement Data Extraction	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	02 Nov 2022	About Fields Menu	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	04 Oct 2022	Disable Auto Checkout Custom Settings in CLM	Edited topic. Setting XA_disableautocheckout option for template check-in.

Document	Publication Date	Topic	Description
Sept '22 Release	07 Sep 2022	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	03 Aug 2022	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	06 Jul 2022	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
June '22 Release	01 Jun 2022	Protecting and Unprotecting Document	Added new topic.
		Viewing and Replacing Alternate Clauses	Added a new section in the topic.
		Formatting Date Fields For Non-Localized Template	Added a new topic.
		Opening an Agreement Document	Updated topic.
		Using Clause Library	Updated topic.
		Inserting Clauses	Updated topic.
		Using Clause Library for Template	Added a new section in the topic.
		Working with Nested Clauses	Added new topic.
		Setting Segments in Templates	Added a new section in the topic.
		Doc Clauses	Updated topic.
		Internal Review using Office 365	Updated topic.
		Highlighting Smart and Read-Only Fields	Updated topic. Added prerequisites.
		Updating Fields from Conga CLM	Updated topic.
		Inserting and Deleting Clauses	Updated topic.
		Setting Segments in Templates	Updated topic.
		Doc Fields	Updated topic.
		Checking in an Agreement Document	Updated topic.
		Inserting Dynamic Segments	Added a new topic.
		Reviewing Doc Clauses	Added a new section in the topic.
		Reviewing Doc Clauses After Agreement Data Extraction	Added a new section in the topic.

Document	Publication Date	Topic	Description
May '22 Release Rev B	03 May 2022	May '22 Release Notes	Added two new fixes to the Release Notes - XAJS-5687 and XAJS-5640.
May '22 Preview Release Rev A	08 Apr 2022	Extracting Agreement Data Using Contract Intelligence for CLM	Added a new topic.
May '22 Preview Release	05 Apr 2022	Viewing and Replacing Alternate Clauses	Added a new topic.
		Office 365 integration with XAC. Internal Review External Review	Added new topics for Office 365 integration.

Document	Publication Date	Topic	Description
December '21 Release - Rev A	23 Nov 2021	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	03 Nov 2021	Regenerating an Agreement Document.	Added a new feature.
		Asynchronous check-in option	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.
		Intelligent Risk Management	Added a new feature.
		Getting Started	Updated topic.

Document	Publication Date	Topic	Description
Summer '21 Release	06 Jul 2021	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.
Spring '21 Rev B	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.
	Logging into X-Author for Contracts	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.
	Reviewing Doc Fields after Intelligent Discovery	New topic.
	Reviewing Doc Clauses	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
Winter '20 Rev A	Intelligent Discovery	Modified topic. Renamed Intelligent Import.
Winter '20 Rev A	Hiding and Showing Smart Boundaries	Modified topic. Updated description.
Winter '20	Managing Templates Creating Templates Opening a Template Checking in a Template Using Fields Inserting Fields in Templates Making Fields Smart in Templates Making Fields Read-Only in Templates Inserting Fields in Templates as a Table Making Table Columns and Rows Conditional Inserting Fields in Templates as a Section Using Clauses Using Clause Library for Templates Inserting Clauses into a Template Inserting Clause Bundles into a Template Making Clauses and Clause Bundles Smart in a Template Making Clauses and Clause Bundles Conditional in a Template Setting Segment in Templates Using Template Locale Changing Field Level Locale	New topic. X-Author for Contracts introduces support for Conga CLM (Contracts for Salesforce). All the features listed in the Topic are supported for Conga CLM (Contracts for Salesforce).
	Installing Pre-release X-Author for Contracts	Modified topic. Updated steps to install pre-release X-Author for Contracts.
	Upgrading X-Author for Contracts	Modified topic. Updated steps to upgrade.
	Changing Installation Approach	New topic.
	Opening a Contract Document	Modified topic. Added a limitation about date picker.

Document	Topic	Description
Summer '20	Installing Production X-Author™ for Contracts 2.0	Modified topic. Added content about Centralized Deployment approach Added content about support for Windows operating system Updated installation steps
	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.