FX2 Format Conversion Steps
Follow the steps below to successfully convert your Pre-FX2 format templates to the new FX2 format.
- Prepare Your Agreement Template for Conversion.
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Convert Clause References in the agreement template.
- Convert Merge Fields in the clause template to FX2 format.
- Convert Clause References in the clause template to FX2 format.
- Convert Tables and Sections in the clause template to FX2 format.
- Convert Conditional Tables in the clause template (as needed).
- Convert Merge Fields in the agreement template to FX2 format.
- Convert Tables and Sections in the agreement template to FX2 format.
- Convert Conditional Tables (as needed).
