This section lists changes in the documentation to support each release.

DocumentPublication DateTopicDescription
November '22 Release

 

About Fields Menu

Added a new sub-topic.
About Clauses MenuEdited topic. Added note for the display of the lock icon on read-only clauses. 
Doc ClausesEdited topic. Added note for the display of lock icon on read-only clauses. 
Opening an Agreement DocumentEdited topic. Added a note to indicate the documents button being disabled. 
DocumentPublication DateTopicDescription
Oct '22 Release

 

Disable Auto Checkout Custom Settings in CLM

Edited topic. Setting XA_disableautocheckout option for template check-in. 
DocumentPublication DateTopicDescription
Sept '22 Release

 

Identifying Agreement Risk Using Intelligent Risk Management (Insights)Added a new sub-topic for creating new risks. 
DocumentPublication DateTopicDescription
August '22 Release

 

Checking In TemplatesEdited topic. Added last point mentioning opening of new template and unlocking it. 
Protecting and Unprotecting DocumentEdited topic. Edited step 6. 
Checking in an Agreement DocumentEdited topic. Added steps 11, 12, and 13. 
DocumentPublication DateTopicDescription
July '22 Release

 

Publishing a TemplateCreated a new topic.
Reloading and Restarting X-Author for Contracts PaneUpdated topic. Added two sub topics for reload and restart XAC pane.
Inserting Columns in Repeat TablesUpdated topic. Added one step. Point 9. 
Updating Fields from Conga CLMCreated a sub topic.
DocumentPublication DateTopicDescription
June '22 Release

 

Protecting and Unprotecting DocumentAdded new topic.
Viewing and Replacing Alternate ClausesAdded a new section in the topic.
Formatting Date Fields For Non-Localized TemplateAdded a new topic.
Opening an Agreement DocumentUpdated topic. 
Using Clause LibraryUpdated topic.
Inserting ClausesUpdated topic.
Using Clause Library for TemplateAdded a new section in the topic. 
Working with Nested ClausesAdded new topic.
Setting Segments in TemplatesAdded a new section in the topic. 
Doc ClausesUpdated topic.
Internal Review using Office 365Updated topic. 
Highlighting Smart and Read-Only FieldsUpdated topic. Added prerequisites. 
Updating Fields from Conga CLMUpdated topic. 
Inserting and Deleting ClausesUpdated topic. 
Setting Segments in TemplatesUpdated topic. 
Doc FieldsUpdated topic.
Checking in an Agreement DocumentUpdated topic.
Inserting Dynamic SegmentsAdded a new topic.
Reviewing Doc ClausesAdded a new section in the topic. 
Reviewing Doc Clauses After Agreement Data ExtractionAdded a new section in the topic. 
DocumentPublication DateTopicDescription
May '22 Release Rev B

 

May '22 Release NotesAdded 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 CLMAdded a new topic.
May '22 Preview Release

 

Viewing and Replacing Alternate ClausesAdded a new topic. 

Office 365 integration with XAC.

Internal Review

External Review

Added new topics for Office 365 integration. 
DocumentPublication DateTopicDescription
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

 

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 ReviewAdded Note  - Restriction on document published in OCC. 
Upgrading X-Author for ContractsRemoved Side Loading content.
Viewing Alternate ClauseAdded a new feature - View Alternate Clauses under Doc Clauses section. 

Intelligent Risk Management

Added a new feature.
Getting StartedUpdated topic.
DocumentPublication DateTopicDescription
Summer '21 Release





















 























Logging into X-Author for ContractsModified topic. Updated steps.
Opening TemplatesModified topic. Updated steps. Added a note about template versioning.
Opening a TemplateModified topic. Updated steps.
Creating New TemplatesModified topic. Updated steps.
Creating TemplatesModified topic. Updated steps.
Inserting Fields in a TemplateModified topic. Updated a tip.
Making Fields Read-Only in a TemplateModified topic. Updated steps.
Making Fields Smart in a TemplateModified topic. Updated steps.
Inserting Fields in a Template as a TableModified topic. Updated steps.
Inserting Fields in a Template as a SectionModified topic. Updated steps.
About Clauses MenuModified topic. Updated the title and steps.
Making Clauses Read-Only in a TemplateModified topic. Updated steps.
Making Clauses Smart in a TemplateModified topic. Updated steps.
Making Clauses Condition-based in a TemplateModified topic. Updated steps. Added details about the lighting icon.
Setting Segments in TemplatesModified topic. Updated steps for styles. 
Setting Segment in TemplatesModified 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 TemplatesModified topic. Updated steps.
Inserting Clauses into a TemplateModified topic. Updated steps.
Changing Field Level LocaleModified topic. Updated steps.
Making Fields Read-Only in TemplatesModified topic. Added details about the lighting icon.
Making Clauses and Clause Bundles Conditional in a TemplateModified topic. Added details about the lighting icon.
Reviewing Doc Fields after Intelligent DiscoveryModified topic. Added new topics.
Making Columns and Rows Conditional in a TableModified topic. Added details about the lighting icon.
DocumentTopicDescription
Spring '21 Rev BInstalling Pre-Release X-Author for ContractsModified topic. Added a note.
Installing Production X-Author for ContractsModified topic. Added a note.
Spring '21 Rev A

Checking In a TemplateModified topic. Added a note.
Cloning a TemplateModified topic. Updated description of alternate clause field.
Reviewing Doc Fields after Intelligent DiscoveryModified topic. Updated steps and limitations.
Spring '21























Creating New TemplatesModified topic. Added a new field alternate clause.
Checking In TemplatesModified topic. Added a new field alternate clause.
Inserting and Deleting ClausesModified topic. Added a note for an alternate clause.
Creating TemplatesModified topic. Added a new field alternate clause.
Checking In a TemplateModified topic. Added a new field alternate clause.
Inserting and Deleting ClausesModified topic. Updated description of the topic. 
Inserting Fields in a TemplateModified topic. Updated steps.
Making Fields Read-Only in a TemplateModified topic. Updated steps.
Making Fields Smart in a TemplateModified topic. Updated steps.
Inserting Fields in a Template as a TableModified topic. Updated steps.
Making Columns and Rows Conditional in a Repeat Table and Repeat SectionModified topic. Updated steps.
Inserting Fields in a Template as a SectionModified 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 FieldsNew topic. 
Cloning a TemplateModified topic. Added a new field alternate clause.
Inserting Clauses into a TemplateModified topic. Updated steps.
Inserting Clause Bundles into a TemplateModified topic. Updated steps.
Doc FieldsModified topic. 
Sending an Agreement Document for Parallel ReviewModified topic. Updated steps.
Extracting Agreement Data Using Intelligent DiscoveryModified 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 Agreement DocumentsModified topic. Added behavior and limitation.
Marking ClausesModified topic. Added validation for character limit.
DocumentTopicDescription
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 ClauseModified topic. Updated description of the topic. 
Making Clauses Smart in a TemplateModified topic. Updated the screenshot.
Creating New TemplatesModified 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 DiscoveryNew topic. A new feature for this release.
Template Versioning New topic. A new feature for this release.
Creating New Template VersionsNew topic. A new feature for this release.
Opening Template VersionsNew topic. A new feature for this release.
Locking and Unlocking Templates New topic. A new feature for this release.
Checking In Template VersionsNew topic. A new feature for this release.
Cloning Template VersionsNew topic. A new feature for this release.
Using Clause LibraryModified topic. Added content for working with non-versioned clause templates.
Promoting Clauses to Clause LibraryModified topic. Added a note for template versioning. 
Creating Offline AgreementsModified topic. Updated the screenshot.
Inserting Fields in a Template as a TableModified topic. Added a step about making columns and rows conditional in a table.
Making Columns and Rows Conditional in a Repeat Table and Repeat SectionNew topic. A new feature for this release.
Logging into X-Author™ for Contracts 2.0Modified topic. Removed Prerequisite and updated steps to log in. 
Opening an Agreement DocumentModified 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 2.0Modified topic. Added a note about Centralized Deployment.
DocumentTopicDescription

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.

DocumentTopicDescription

Winter '19















Creating Offline AgreementsModified topic. Added content about the ability to perform the parallel review for offline agreements.
Importing Offline AgreementsModified 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 DocumentModified topic. Added content for tracking clauses inserted as plain text.
Checking in an Agreement DocumentModified topic. Added details about the ability of administrators to control the availability of check-in options.
Sending an Agreement Document for Parallel ReviewModified topic. Added details about the ability of administrators to control the availability of check-in options.
Inserting Fields in a TemplateModified topic. Added content for searching fields while inserting fields in a template.
Tracking Review StatusNew topic. A new feature for this release.
Creating New TemplatesModified topic. Added content for locale support while creating a template.
Cloning a TemplateModified topic. Added content for locale support while cloning a template.
Checking In TemplatesModified topic. Added content for locale support while checking-in a template.
Defining Template LocaleNew topic. A new feature for this release.
Changing Field Format by LocaleNew topic. A new feature for this release.
Upgrading X-Author for Contracts 2.0New topic. A new feature for this release.
Logging into X-Author for Contracts 2.0Modified topic. Added information about the new login UI.
Installing Production X-Author for Contracts 2.0Modified topic. Added details about the new installer.
Installing Pre-Release X-Author for Contracts 2.0New topic. A new feature for this release.
Installing Pre-Release X-Author for Contracts 2.0 Without an InstallerNew topic. A new feature for this release.
Installing Production X-Author for Contracts 2.0 Without an InstallerModified topic. Added new manifest file details.
DocumentTopicDescription
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.
DocumentTopicDescription
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.
DocumentTopicDescription
Winter '18



Making Fields Read Only in a TemplateNew topic. A new feature for this release.
Refreshing Clauses in a TemplateNew topic. A new feature for this release.
Opening an Agreement DocumentModified topic. This topic is updated to add information about the number of agreements displayed on logging in.
DocumentTopicDescription
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.