The following table lists changes in the documentation to support each release. 

DocumentTopicDescription
Spring 2020 Rev MInserting Clauses with Merge and Smart FieldsModified topic. Added behavior and recommendation.
Spring 2020 Rev L

Using a lookup field when making content conditional within a template

Modified topic. Added a note.
Spring 2020 Rev K

Troubleshooting Microsoft Word Integration Issues

Modified topic. Added content about MSI file.
Spring 2020 Rev  JUsing a lookup field when making content conditional within a templateModified topic. Updated steps for extension attribute. 
Spring 2020 Rev  IIntelligent DiscoveryModified topic. Renamed Intelligent Import.
Restoring Document MetadataNew topic.
Spring 2020 Rev HTracking Clauses in your AgreementModified topic. 
Sending Agreement Documents for ReviewModified topic. Bifurcated content for X-Author Contracts for Microsoft Word and Outlook.
Spring 2020 Rev GRegenerating an Agreement DocumentModified topic. 
Spring 2020 Rev FPDF Security for Agreement DocumentsModified topic. Added a note about Apttus Contract Management package.
Spring 2020 Rev EParallel ReviewModified topic. Updated the Checking in a Reviewed Document section for available menu options in X-Author Contracts. 
Spring 2020 Rev D




Unlocking Read-Only ClausesModified topic. Added a note about assigning custom permissions to user profiles.
Unprotecting Agreement DocumentsModified topic. Added a note about assigning custom permissions to user profiles.
Checking In AgreementsModified topic. Added a note about assigning custom permissions to user profiles.
Managing TemplatesModified topic. Added a note about assigning custom permissions to user profiles.
Managing AgreementsModified topic. Added a note about assigning custom permissions to user profiles.
Post Installation ConfigurationModified topic. Added enabling custom permissions for user profiles feature. 
Spring 2020 Rev CPDF Security for Agreement DocumentsNew topic.
Spring 2020 Rev BMaking Clauses Read-Only in a TemplateModified topic.  Added a link to the Unlocking Read-Only Clauses topic. 
Comparing and Merging VersionsModified topic. Updated the topic for language and style changes.
Comparing Agreement VersionsModified topic. Updated the topic for language and style changes.
Reconciling Comments on Smart ClausesModified topic. Updated the description of the topic.
Parallel ReviewModified topic. Updated the description for Completed Review Status.
Regenerating an Agreement DocumentModified topic. Updated the prerequisite. 
Spring 2020 Rev AChecking in AgreementsModified topic. Updated the topic with information about the agreement related list in which the document is stored after check in. 
Spring 2020Checking in AgreementsModified topic. Added content for asynchronous checkin support.  
Importing Offline Agreement DocumentsModified topic. Added content about linking the offline document with the existing major version. 
Before You Install

Modified topic. Added a prerequisite to upgrade X-Author Contracts from Winter 2019 (10.0.1125.1903).

Regenerating an Agreement DocumentModified topic. Added content for retain redlines after regenerate feature. 
Upgrading X-Author Contracts New topic.
Winter 2019





















Tracking Clauses in your Agreement

Modified topic.

  • Added a description for Original and Final action on checking in a clause.
  • Updated to add content for tracking changes to a smart field within a smart clause and plain-text clause.
  • Updated to add content for tracking clauses inserted as text.
Tracking Agreement Clause ActivityRemoved topic. The content was not directly relevant to X-Author Contracts. The content is covered in the Contract Management Administrator Guide, in Tracking Agreement Clause Activity.
Tracking Agreement Clause Versions

Removed topic. The content was not directly relevant to X-Author Contracts. The content is covered in the Contract Management Administrator Guide, in Tracking Agreement Clause Activity.

Intelligent ImportModified topic. Content added for enhancement to intelligent import's review result feature.
Using the Playbook
  • Modified topic. Updated to add content for new default filter feature in Playbook.
  • Added content to update the procedure.
Inserting Clause as TextNew topic.
Changing Field Format by LocaleModified topic. Updated to remove a prerequisite that was no longer applicable and updated content to remove references to percent. 
Defining Template LocaleModified topic. Updated to add content for user-defined locale features.
Comparing and Merging VersionsModified topic. Topic restructured to only keep conceptual information
Comparing Agreement VersionsNew topic. The content is copied from 'comparing and merging versions' topic. Has new content for compare agreements.
Merging Agreement VersionsNew topic. Content restructured.
Checking In Agreements in FX2 FormatModified topic. Content update for enhancement to check-in options feature.
Tracking Parallel Review StatusNew topic.
Using the Playbook for Agreement DocumentsModified topic. Updated content for agreement protection.
Marking FieldsModified topic. Updated content for agreement protection.
Marking a Clause in an AgreementModified topic. Updated content for agreement protection.
Promoting a Marked Clause to the PlaybookModified topic. Updated content for agreement protection.
Hiding Smart Boundaries

Modified topic. Updated content for agreement protection and updated the legacy content.

Unprotecting Agreement DocumentsNew topic.
Reconciling Comments on Smart ClausesNew topic.
Working with Pre-FX2 Formatted Templates
  • Creating New Agreement Templates (Pre-FX2 Format)
  • Checking Out a Template
  • Checking In a Pre-Existing Template
  • Using X-Author to Insert Merge Fields
  • Using X-Author to Insert Line Item Merge Fields
  • Using X-Author to Insert Smart Merge Fields
  • Support for Nested Child Level Merge Fields
  • Working with Clauses in Pre-FX2 Format
Removed topic. For pre-FX2 topics, refer to older versions of the X-Author Contracts User Guide.
Working with Agreements in Pre-FX2 format
  • Checking in Versions
  • Creating Offline Agreements
  • Creating Sections
  • Highlighting Smart Fields (Pre-FX2)
  • Tagging Smart Fields
  • Using Enhanced Redlining
  • Updating Smart Fields From Salesforce (Pre-FX2)
Removed topic. For pre-FX2 topics, refer to older versions of the X-Author Contracts User Guide.
Reconciliation in Pre-FX2 format
  • Compare & Reconcile Values
  • Updating changes to the Apttus Agreement Record
  • Restore Smart Fields
Removed topic. For pre-FX2 topics, refer to older versions of the X-Author Contracts User Guide.
Summer 2019 (Rev. B)Salesforce Chatter IntegrationModified topic. Updated the topic to add prerequisites.
Summer 2019 (Rev. A)Inserting Clause as Text

Modified topic.

  • Updated the topic to remove content that was no longer applicable.
  • Update the screenshot.
Summer 2019
























Sending Agreements for Parallel ReviewNew topic. A new feature for this release.
Comparing and Merging Versions

Modified topic.

  • Updated the topic for enhancement to the existing merge feature.
  • Updated the screenshot.
  • Removed the use case and moved it to a new topic.
Use Case: Merging a redlined MSA with a regenerated version

New topic. The content was previously part of Comparing and Merging Versions topic.

Swapping ClausesNew topic. A new feature for this release.
Checking in Agreements in FX2 Format

Modified topic.

  • Updated the topic for the restrict check-in feature.
  • Removed legacy content.
Unlocking Read-only ClausesNew topic. A new feature for this release.
Making Clauses Read-only in a TemplateNew topic. A new feature for this release.
Reconciliation

Modified topic.

  • Updated the topic for enhancement to the existing feature.
  • Updated the topic to include the UI changes.
To check-in and reconcile smart clauses in a contract

Modified topic.

Updating Smart Fields from Salesforce FX2Modified topic. Updated the content for the enhancement of Update from Salesforce.
Creating New Template VersionsModified topic. Updated the content for enhancement to template check-in feature.
Checking In Template Versions

Modified topic.

  • Updated the content for enhancement to template check-in feature.
  • Language and style edits.
About X-Author ContractsNew topic.
Using the Playbook for Agreement DocumentsModified topic. Note added for Windows update limitation.
Working with ClausesModified topic. Added clause best practices.
Troubleshooting Microsoft Word Integration IssuesNew topic. This topic collates all the existing troubleshooting topics.
Troubleshooting Install or Login Error MessagesRemoved topic. Moved under Troubleshooting Microsoft Word Integration Issues.
Troubleshooting Missing Add-InRemoved topic. Moved under Troubleshooting Microsoft Word Integration Issues.
Troubleshooting Component InstallationRemoved topic. Moved under Troubleshooting Microsoft Word Integration Issues.
Enabling X-Author Contracts Add-inRemoved topic. Already covered in Troubleshooting Microsoft Word Integration Issues.
Microsoft Windows Text Size SupportRemoved topic. Moved under Troubleshooting Microsoft Word Integration Issues.
Troubleshooting Documentation Generation Error MessagesRemoved topic. Moved under Troubleshooting Microsoft Word Integration Issues.
Extracting MSI Files from an EXE InstallerRemoved topic. Moved under Troubleshooting Microsoft Word Integration Issues.
Tasks and EventsRemoved topic. No longer relevant.
Inserting Clause as TextModified topic. Older screenshot removed.
Updating Fields from Salesforce (FX2)Modified topic. Topic renamed and content updated for support on read-only clause.
Spring 2019

Regenerating an Agreement DocumentNew topic. A new feature for this release.
Inserting Clauses with Merge and Smart Fields

Modified topic.

  • Updated the topic for language and style changes.
  • Updated the screenshot.
  • Added the best practices tip.
Troubleshooting Missing Add-InModified topic. Updated the topic for language and style changes.
Winter 2018Inserting Clause as TextNew topic. A new feature for this release.
Intelligent ImportNew topic. A new feature for this release.
Summer 2018















Deleting Smart ElementsNew topic. A new feature for this release.
Syncing Clause EditsModified topic. Updated the topic to add information about the new sync smart clause content feature.
Comparing and Merging VersionsModified topic. Added more information about the difference between compare feature and merge feature.
Managing AgreementsModified topic. Updated the topic to reflect the current feature name in the product. Previously the topic was named Managing Versions.
Installation ComponentsRemoved topic. The installation components are covered in the System Requirements and Supported Platforms section in the X-Author Contracts on Salesforce Summer 2018 Release Notes.
Installation OverviewRemoved topic. The 'Installation Overview' topic is covered in the Setting Up X-Author Contracts section.
Installing X-Author ContractsModified topic. Updated the prerequisites and updated the legacy content.
Post Installation ConfigurationModified topic. Renamed the topic and updated it to make the content current with the latest version of X-Author Contracts.
Enabling Proxy AuthenticationModified topic. Updated the topic with details about configuring proxy settings and added a new screenshot to make the content current with the latest version of X-Author Contracts.
Check-In for Templates: Auto Publishing and Refresh Features

Renamed to Refreshing Clauses in a Template.

Modified Topic. Updated the topic to remove outdated legacy content.

Publish and Auto Publish Templates from X-Author Templates

Renamed to Publishing and Auto Publishing Templates.

Modified topic. Updated the topic to remove outdated legacy content.

Mark Clause Menu in X-Author Templates

Renamed to Marking Clauses in Templates.

Modified topic. Updated the topic to include tasks for marking and unmarking a clause

To mark a clause in a templateRemoved topic. Merged with Marking Clauses in Templates.
To unmark a clause in a templateRemoved topic. Merged with Marking Clauses in Templates.
Checking Out Versions

Renamed to Checking Out Agreements.

Modified topic. Updated the topic to remove outdated legacy content.

Checking In Versions in FX2 formatRenamed to Checking In Agreements
Deleting Clauses from an Agreement RecordModified topic. Updated the topic to remove outdated screenshots.