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 AudienceIndividuals who are working on any aspect of contracts: contract managers, contract creators, contract negotiators, and contract reviewers
IT EnvironmentRefer 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:

  • Basic Salesforce administration

  • Microsoft Word

  • Apttus terms and definitions