Inserting Dynamic Segments
As a template administrator, you can use Dynamic Segments in your X-Author for Contracts Advanced templates to dynamically populate agreement documents with the content of clause templates and attachments based on Document Assembly Rulesets (DAR) defined in the connected Org.
Dynamic segments are not to be confused with conditional segments in agreement templates. The dynamic segment conditionality is handled by values in the Document Assembly Rulesets, and in the context of line item objects, filtered further using conditional expressions when you insert the segment. Document Assembly components (the actual clause templates or line item attachments defined in the ruleset and its rules) are included or excluded at document generation based on these Rulesets and filters. For more information, see Configuring Dynamic Document Assembly.
Prerequisites
- The template must be of the type Agreement or Proposal and must be in FX2 format. You cannot insert dynamic segments into a Clause template.
- There must be at least one dynamic Document Assembly Ruleset created in the target Org.
- The template must be checked in at least once to insert a dynamic segment.