This page contains instructions for cloning templates when Template Versioning is enabled. For instructions on cloning templates without versioning, see Cloning a Template in this guide.
You can clone a template when the need arises to have a template with similar language or elements. When you clone a template version, a new template record is created as version 1.00.
To clone a template version
- Open Microsoft Word and launch the X-Author add-in.
- Open the template version you want to clone.
- In the X-Author Templates pane, go to the Work tab. Click the more options icon and select Clone.
In the Clone Template page, change the name of the cloned template, to suit your requirements. By default, the cloned template name has 'Copy' added to the end of the original template name. For example, if you're cloning a template named Clause Agreement Template then the default name for the cloned template will be Clause Agreement Template Copy.
You have the option to change settings of your template when you clone it. You can specify the following fields:
Field Name Description Name
Enter the name of the template.
It indicates which version of the template you are cloning.
It shows the type of template.
It shows the business object of the template.
From the picklist, you can select multiple agreement types to associate with your template. The value of Agreement Types decides which templates are available at the time of agreement generation. If your template's agreement type matches with the agreement type of your agreement record, you will see that template in the list of available templates at the time of document generation.
Select a category from the picklist. Template categories are defined in Contract Management by the administrator.
Subcategory A dependent field that is populated based on the value chosen for Category. Subcategory values are defined in Contract Management by the administrator. Language
Select the default template language from the picklist.
Locale Select the locale from the picklist. You can configure custom locales in Contract Management. For more information, see Adding Custom Locale topic in Contract Management on Salesforce Administrator Guide. Enable Formatting Check this box to enable locale formatting at the template and field level for this template. This allows you to define locale settings for Currency, Number, and Date formats.
Optional: Specify the following fields when "Enable Formatting" is selected to modify locale formatting.
Select an option from the picklist to choose the default format for all date fields in the template.
Select an option from the picklist to choose the format for all currency fields in the template. Choose "None" to only display currency field values in generated documents.
If "Currency Symbol" is selected, currency fields will be generated with no space between the symbol and field value. If "ISO" is selected, currency fields will be generated with a space between the ISO code and the field value.
Number Precision Select a number from 0-9 to define the precision for Number/Percent field values in the template (e.g., "2" if the Number/Percent field should display two digits following the decimal point.) Currency Precision Select a number from 0-9 to define the precision for currency field values in the template (e.g., "2" if the currency field should display two digits following the decimal point.) Keywords
Enter comma-separated keywords to associate with the template. Keywords make it easier to search the templates.
Next Revision Date
Select the date for the next revision of the template.
Description Enter the description for the template. Maximum of 255 characters (an error will be thrown if this limit is exceeded). Guidance
Enter guidance to help users determine the purpose of the template.
Comments Enter comments that apply to this version of the template. Active
Check this box to activate the template. You must activate a template to use it for generating an agreement document.
- Click Save.
After the cloning is successful, a copy of the template with the new name and header information is created as a new template record. The template version information is saved to the record as version 1.00.