Download page X-Author for Contracts 2.0 on Salesforce Spring 2020 User Guide.
X-Author for Contracts 2.0 on Salesforce Spring 2020 User Guide
About this Guide
With the X-Author for Contracts 2.0 User Guide, you can find out how Apttus X-Author for Contracts 2.0 (previously known as X-Author Contracts for Cloud) works and how you can manage your organization's and your customers' contracts.
Topic
Description
What's Covered
This guide walks the X-Author for Contracts 2.0 user through an entire contract lifecycle inside Microsoft Word while complying with approval workflows and using the latest terms and clauses from your legal playbook. It covers step-by-step instructions, and use cases for the features provided by X-Author for Contracts 2.0.
Primary Audience
Individuals who are working on any aspect of contracts: contract managers, contract creators, contract negotiators, and contract reviewers
IT Environment
Refer to the latest X-Author for Contracts 2.0 on Salesforce Release Notes for information on System Requirements and Supported Platforms.
Updates
For a comprehensive list of updates to this guide for each release, see the What's New topic.
Other Resources
Contract Management on Salesforce Administrator Guide: Refer to this guide for installing and setting-up Contract Management in your organization.
Contract Management on Salesforce User Guide: Refer to this guide to set-up the entire contract management process.
This guide describes the following tasks:
Creating a template
Managing templates
Creating offline agreements
Using playbook
Marking clauses and fields
Using template expression builder
Updating fields from Contract Management
Before using X-Author for Contracts 2.0, you must be familiar with the following: