To enable automated recursive merge, first make sure the following prerequisites are met:

  • Enable Automated Recursive Merge for your Org
  • A Composer button with the following parameters when not using background mode:
    • &RM=1 that saves the Contract document to the object. We recommend using the Contract Agreement object.
    • &SC0=1
    • &SC1= SalesforceFile
    • &DataTagEnable=1
    • &Queryid= your custom value
    • &Templateid= your custom value
  • With background mode, you can also use the following options:

The Contract Agreement Object now has the Recursive Merge Status field. You can select the following status options from the dropdown menu: Do Not Sync, Sync, and Already Synced.