Document Generation for Templates with Nested Clauses
The Auto-publishing features improve document generation performance, but some Contract Management customers choose to generate documents without using the Auto-publishing features.
The improvements to document generation resolve:
- Merge fields from agreement child or grandchild objects
- Merge fields within nested clauses
The improvements can be initiated in the new release version as follows:
- Using Migration Manager, which updates all of the content and mergefields in one process
- Using X-Author Contracts Check-out/-in functionality to update all mergefields as they are encountered
- Using Contract Management for generation of an agreement as it is initiated in Contract Management
Note:
Please note that the document generation time performance benefits realized using auto-publishing in advance of document generation are not available to those customers who choose to forego auto-publishing and just rely on the document generation action.
