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.
- &SC1= SalesforceFile
- &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.