Tables and Sections in your agreement document must also be converted to FX2 format.
Often Tables and Sections will be stored as clauses, rather than existing directly in templates. In these circumstances, you should Check Out the clause ahead of time and prepare your clause template for conversion as described in Prepare Your Pre-FX2 Template for Conversion. You can then follow the procedures on this page to convert to FX2 format.
In the example we are using below, a Products Table has been inserted as part of a Pre-FX2 clause. The clause has been checked out and its properties have been stripped. As you can see in the following image, second-level merge fields have been inserted into the table as merge code.
To replace the same table in FX2, we need to insert the same fields as a repeating table. Note the individual fields between the "MERGEFIELD start" and "MERGEFIELD end" tags. These are the fields you will be inserting.
To begin, place your cursor below the Pre-FX2 table and click Insert Fields.
Locate the fields you want to populate the table. Hold Ctrl to multi-select all fields, being sure to select them in the order you want them displayed in the table (left-to-right).
Select the checkbox under Options to Insert as a table.
Click Finish to insert the new table into your document or clause template.
Sections, like tables are designed to hold fields with a second-level (child) relationship to the parent object and often third-level (grandchild) object fields stored as tables within the section. Because a section is designed to repeat, multiple instances of the same fields are populated when the document is generated. Like tables and fields, sections exist in a template differently in FX2 format.
Also remember that if the section is stored separately from the agreement template as a clause, you must first prepare the clause template for conversion using the procedure described in Prepare Your Pre-FX2 Template for Conversion.
Place your cursor in the document where you would like to insert the new section and click Insert Field.
Choose any second-level field and select the checkbox under Options to Insert as a section.
Click Finish to insert the new section into your template.
Click on the Field header at the top of the section. Use the right arrow on your keyboard to highlight the Repeat header and click Enter on your keyboard twice to expand the section.
Remove the field if necessary by clicking on the field and Delete on your keyboard (make sure you have selected the Field and not the Repeat section!). You can now copy-and-paste any static text content between of your Pre-FX2 section into the new section (Pre-FX2 section is between the "MERGEFIELD...section_start" and "MERGEFIELD...section_end" tags).
Use the instructions provided in Inserting Fields in a Template to insert any second and third-level fields into the section, including tables. The following image shows an example of the original Pre-FX2 section containing a table and a replacement FX2 section containing the same table in FX2 format.
Delete the Pre-FX2 section.
If you have successfully converted all fields, clauses, table and sections, you are finished! Check in your converted FX2 format template. If you have more to convert, revisit any of the sections in this guide to complete the process. For help with converting sections containing filters/conditions for tables, please refer to Convert Conditional Tables.
