Using a Bottom-Up Approach to Conversion
Because agreement template design often involves a lot of conditionality and clauses nested within clauses, it is recommended to approach the conversion process using a "bottom-up" method. In many cases, you are not only converting a single agreement template to the new format, but several clause templates as well. Your Pre-FX2 format agreement template may contain clause references which refer to clause templates in your system. These clause templates may then have more clause references, and so on, until you reach a clause template which does not contain any references. These final nested clause references may still contain merge fields, tables and sections, which also need to be converted. Consider the following representative diagram of a typical agreement template structure.
All clauses marked in red must be converted to FX2 format first, then the templates (clause or agreement) which contain them can be converted, and so on until you reach the main agreement template. Because of this, a bottom-up approach is required in most cases. You need to assess your agreement template and make all changes furthest out from the template before making changes to references inside the agreement template document itself.