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Contracts

  • Obligations
    • Get activated contracts with obligations attached to them.post
  • Sign
    • End wet signature flowpost
  • Template
    • Find template recordspost
  • ActivityHistory
    • Get activity history recordspost
  • Bulk Import
    • Create a bulk import jobpost
    • List bulk import jobspost
    • Get bulk import job resultget
    • Delete a bulk import jobdelete
    • Get uploaded file detailsget
    • Get bulk import templatesget
  • Clause Obligations
    • Create a clause obligation requestpost
    • Delete clause obligationsdelete
    • Get all clause obligationspost
    • Get a clause obligation by IDget
    • Update a clause obligationput
    • Delete a clause obligation by IDdelete
  • Configurations
    • Get configurationget
  • Contract
    • Create a contract recordpost
    • Delete contractsdelete
    • Update a contract recordput
    • Get a contract's detailsget
    • Delete a contractdelete
    • Update a contract's signature statusput
    • Get contract recordspost
  • Contract Clause
    • Get contract clause detailsget
    • Get all contract clausespost
    • Creates a new contract clausepost
    • Updates an existing contract clauseput
    • Deletes a contract clausedelete
    • Creates multiple contract clauses in a single operationpost
    • Updates multiple contract clauses in a single operationput
    • Deletes multiple contract clauses in a single operationdelete
  • Contract Cycle Time
    • Get a cycle-time group record by IDget
    • Update a cycle-time group recordput
    • Delete a cycle-time group recorddelete
    • List all of a contract's or contract object's fieldsget
    • Create a cycle-time group recordpost
    • Get cycle-time group dataget
  • Contract Documents
    • Create a new contract documentpost
    • Delete documentsdelete
    • Get document detailsget
    • Update a contractput
    • Query contract documentspost
    • Query contract documents for status and versionpost
    • Get document by ID and versionget
    • Delete document versionsdelete
    • Get a contract's related documentsget
    • Import an offline contract documentpost
    • Create an offline contract documentpost
    • Create a contract from an executed contractpost
    • Import a large document.post
    • Protect a documentpost
  • Contract Lifecycle
    • Activate a contractpost
    • Amend a contractpost
    • Renew a contractpost
    • Clone a contractpost
    • Terminate a contractpost
    • Expire a contractpost
    • Cancel a contractpost
    • Submit Requestpost
    • Update contract status by lifecycle actionpost
  • Contract Obligations
    • Create a contract obligation requestpost
    • Delete contract obligationsdelete
    • Get all contract obligationspost
    • Get a contract obligation by IDget
    • Update a contract obligationput
    • Delete a contract obligation by IDdelete
    • Create a contract obligation documentpost
    • Get contract obligation document detailsget
    • Delete a contract obligation documentdelete
    • Get the obligation and fulfillment details of the contractpost
  • Contract Obligations Fulfillment
    • Get a contract obligation fulfillment by IDget
    • Update a contract obligation fulfillment by IDput
    • Get Fulfillment history recordspost
    • Perform an action on a contract obligation fulfillmentpost
  • Contract Related List
    • Create recordspost
    • Delete an object's recordsdelete
    • Update an object's detailsput
    • Get an object's detailsget
    • Delete an object's detailsdelete
    • Filter an object's recordspost
  • Contract Relationship
    • Link contracts by relationshippost
    • Get contract relationship detailsget
    • Unlink related contractsdelete
    • Get hierarchy of a contractget
    • Query a contract relationshippost
  • Contract Request
    • Get the contract request detailsget
    • Update a contract request recordput
    • Delete a contract requestdelete
    • Create a contract requestpost
    • Upload documents to a contract requestpost
    • Delete documentsdelete
    • Get a contract request's related documentsget
    • Get contract request recordspost
    • Convert a contract request to an agreementpost
  • Contract Team Members
    • Add team members to a contract and assign team rolepost
    • Update a team member of a contractput
    • Get a team member of a contract and associated responsibilityget
    • Remove a team member from a contractdelete
    • Get team members of a contract by actionget
    • Get all team members of a contractpost
  • Document Generation
    • Generate a documentpost
    • Regenerate a documentpost
    • Generate a supporting documentpost
    • Join documentspost
    • Preview a documentpost
  • Document Settings
    • Create a document output formatpost
    • Update document output formatput
    • Get a document output formatget
    • Delete a document output formatdelete
    • Show document output format recordspost
    • Add a document protection settingpost
    • Update a document protection settingput
    • Copy document protection settingspost
    • Get a document protection settingget
    • Delete a document protection settingdelete
    • Query document protection settingspost
  • Export
    • Export query results to Excel/CSVpost
    • Export search results to Excel/CSVpost
  • In-Effect View
    • Get in-effect view of contract detail changesget
    • Get in-effect view of contract document changesget
    • Get in-effect view of contract clause changesget
  • Review
    • Initiate a reviewpost
    • Get review detailsget
    • End a reviewpost
    • Cancel a reviewpost
    • Add reviewerspost
    • End review of reviewerspost
    • Remove reviewerspost
    • Search usersget
    • Get Active Directory access tokenpost
  • Team Role
    • /api/clm/v1/teamrolespost
    • Delete team rolesdelete
    • Update an existing team roleput
    • Get a team role by IDget
    • Delete a team roledelete
    • Query team role recordspost

Review

  • Authorization
    • Get user profile authorizationget
    • Get an auth token for Google service account flowpost
    • Get an auth token for delegated flowget
  • Review
    • Get review detailsget
    • Cancel a review processdelete
    • Get reviewsget
    • Send a document for reviewpost
    • End my reviewpost
  • Reviewer
    • Get reviewersget
    • Add reviewerspost
    • Cancel a reviewerdelete
    • End a reviewer's reviewpost
  • ReviewSites
    • Validate Sharepoint siteget
  • User
    • Search usersget
    • Gets existing users from search textget

X-Author

  • ConfigurationManagement
    • Toggle connect to CRM flagput
  • FeatureSettings
    • Get AI feature settingsget
    • Get external connection statusget
  • GoogleConfig
    • Gets the information of google drive support and service account configurations in clmget
  • Reconciliation
    • Process document to prepare data for reconciliation previewpost
    • /api/xauthor/v1/reconcile/preview-data/sametagfieldspost
  • DataCorrection
    • Convert RecordType to ContractTypeput
  • Analytics
    • Add application usage datapost
  • Log
    • Applications exception logging.post
    • To Log the custom metrics for the XA userpost
  • SchemaMetadata
    • Retrieves the entities.post
  • ClauseMetadata
    • Get a template clause's metadataget
    • Get mark clause metadataget
  • PackageMigration
    • Export packagepost
    • Import packagepost
  • TemplateContent
    • Insert a repeat table or sectionpost
    • Mark a segmentpost
    • Get referenced template or clausepost
  • Template
    • Search templatespost
    • Create a templatepost
    • Update a templateput
    • Check a template inpost
    • Get a templateget
    • Delete a templatedelete
    • Get template contentget
    • Update GDocs template attachmentput
    • Create a Template from Agreement documentpost
    • Check a template inpost
    • Get clauses of a specific version of a template.post
    • Get a templateget
  • TemplateDocument
    • Get a template and its propertiesget
    • Get template document informationget
    • Get a template document's custom propertiesget
    • Get Word template documentget
    • Get document assembly rulesetsget
  • TemplateLocale
    • List template localesget
    • Get Method to fetch locale info response which contains list of locales, date formats, currency formats and precisionsget
  • TemplateLock
    • Get lock statusget
    • Release template lockpost
    • Acquire template lockpost
  • TemplateMetadata
    • Get template field's metadaaget
    • Get business objectget
    • Refine metadata of document and create new versionpost
  • TemplateMigrate
    • Export a templatepost
    • Import a templatepost
  • TemplatePublish
    • Publish templatepost
    • Refresh template clauses and get updated template document.post
  • TemplateVersion
    • Get all the template versionspost
    • Get a templateget
    • /api/xauthor/v1/templates/{templateId}/versionspost
    • /api/xauthor/v1/templates/{templateId}/versions/{versionId}/activatepost
    • Clone Templatepost
  • AgreementMetadata
    • Get fieldsget
  • AgreementReview
    • /api/xauthor/v1/contracts/{contractId}/reviewsget
  • AdminSettings
    • Get administrator settingsget
    • Get Google account configurationget
  • Agreement
    • Get agreementspost
    • Get agreements owned by current logged in userpost
    • List recently viewed agreementspost
    • Get agreement details by contractget
    • Get agreement record typeget
    • Create an agreementpost
  • AIRedline
    • This method is to process the check-in or publish of the document based on the AI suggestion and the details provided in the request.post
    • This method to generate a preview of the updated contentbased on the AI suggestion and other details provided in the requestpost
    • /api/xauthor/v1/contracts/{contractId}/AI/redline/risks/{attachmentId}get
    • /api/xauthor/v1/contracts/{contractId}/AI/redline/riskspost
  • TemplateFilterRule
    • Query templates with template filter rulespost
  • Document
    • Get document content by attachmentget
    • Get document content bodyget
    • Get document or attachment by IDget
    • Get the docx octet streamget
    • Get document in Word onlinepost
    • Convert SDT elements to textpost
    • Get the name of a document filepost
    • Get content metadataget
    • Get agreement detailspost
    • Get document Clauses by attachment IDget
  • DocumentMetadata
    • Get metadata and custom propertiesget
    • Get document metadataget
    • Get fields and clauses from document metadataget
    • Get V2 metadata JSONget
    • Get V2 metadata JSONget
  • DocumentProtection
    • Remove document protectionpost
    • Add document protectionpost
    • Get the protection level of document.get
    • Get the protection type of document.get
  • DocumentReview
    • Check Send For Review status.get
    • Check review cycle is pending or not.get
  • DocumentSync
    • Sync the document.post
    • Update the document Propertiespost
    • Gets the attachment id by external idget
  • Account
    • Get accountsget
  • Authorization
    • Get token informationget
  • Contact
    • Get contactsget
  • Encryption
    • Encrypt provided textpost
  • Query
    • Retrieve dynamic lookup datapost
  • RecordType
    • Retrieve record typeget
  • AlternateClause
    • Reorder alternate clausespost
    • Link alternate clausespost
    • Unlink alternate clausesdelete
  • ClauseComparison
    • The Api is used to initiate the clause semantic comparison requestpost
    • The API is used to get the comparison status on the basis of comparison id , it can give for multiple idsget
    • The API is used to get the comparison status on the basis of comparison idget
    • It returns the result after the semantic comparison is completedget
  • ClauseContent
    • Mark plain text as a clausepost
    • Get clause content for document insertionpost
    • Get the markup clause details for both template and agreement in encoded formatpost
  • Clause
    • List alternate clauses and sub-clausesget
    • Get alternate clausespost
    • Get a clause bundleget
    • Validate alternate clausespost
  • ClauseLibrary
    • Get clausespost
    • Filter clausespost
    • Promote a clausepost
  • ClauseVersion
    • Get clause content as text or HTMLget
  • AgreementClause
    • Create agreement clausespost
    • Finalize a document's clause entriespost
    • Create agreement clausespost
    • Create original entries for the agreement clausespost
  • AgreementDocumentCheckin
    • Check in a document specific to an agreementpost
  • AgreementDocument
    • Get agreement document versionspost
    • Regenerate an agreement document with the selected templatepost
    • Compare and merge documentspost
    • Get agreement tagsget
  • AgreementLock
    • Get lock statuspost
    • Release an agreement lockpost
    • Lock an agreementpost
  • AgreementOffline
    • Import an offline agreementpost
    • Create an offline agreementpost
    • Create offline Agreementpost
    • Import an offline agreementpost
    • Create store executed agreementpost
  • AgreementTemplate
    • Get a template for an agreementget
  • ContractCheckin
    • Performs post checkin activity like reconcilation / pdf file creation / metadata processing. File content wont be read as part of this process.Request contains all the information related to file content which is required during checkinpost
  • DAI
    • Get IDE job statusget
    • Extract and mark the clauses and fields in the request document and also update the metadatapost
  • FieldData
    • Get Locale Based Formatted Field Valuespost