Converting Pre-FX2 Templates to FX2 Format
The purpose of this appendix is to provide you with manual instructions for converting your Pre-FX2 format (Merge format) agreement templates to the new FX2 format. There is no automated solution to convert your templates at this time.
This guide is designed in a manner which allows you to tackle the conversion process one step at a time by addressing the different elements of an agreement template. The following elements are required when converting a template to the new FX2 format:
- All clause references must be replaced by FX2 format clauses.
- All merge fields must be replaced by FX2 format fields.
- All Pre-FX2 sections and tables must be replaced with FX2 format sections and tables.
- Smartness must be reapplied to fields and clauses as required.
- Conditional content must be reviewed, removed and defined for FX2 format.
Note:
This conversion guide provides the minimum guidance necessary to complete template conversion to the FX2 format. Please follow links in the document to guide content for information on working with FX2 template features.
