Hotfix 22.6.0.251222 - Module: Document Collaboration & E-Signature

Optional Add-On Module for the collaboration of documents between internal and external users/participants. This module utilizes E-Approval (Electronic Approval) and/or E-Signature (Electronic Signature) processing to support full online negotiation via a secure online portal.

DOCUMENT COLLABORATION & E-SIGNATURE
RESOLUTIONS

RESOLUTION: Merge Fields Not Populating Before PDF Conversion
Reference #: 251222.345.23761

We have resolved an issue where merge fields were not being applied to Word documents before they were converted to PDF during the Document Merge process in Template Setup. This resulted in PDFs missing the expected merged content.

The merge process now correctly applies all merge fields to the document before converting it to PDF. When using the Convert to PDF option in Template Setup, the generated PDF will include all expected merged data.

RESOLUTION: Document Templates Access When Document Collaboration Is Unlicensed
Reference #: 251222.345.23687

We’ve fixed an issue that was preventing access to Document Templates when Document Collaboration was not licensed and Allow Free Access was set to False.

Users attempting to manage or edit document templates were receiving the following message:

“Unauthorized Access/Unlicensed Component – Document Collaboration and E-Sign Management is not licensed. Please contact your administrator.”

Users can now access and manage Document Templates as expected, even when Document Collaboration is unlicensed and free access is disabled.

RESOLUTION:  Mergeable Clauses Formatting with “No Break” Option
Reference #: 251222.1157.23910

When a mergeable clause was placed inline with other text and set to No Break, merging the template would remove the existing text on that line.

Clauses now respect formatting rules:

• If the clause is set to inherit from parent, it will merge as inline text without removing other content.
• Otherwise, the clause will merge as a new paragraph, preserving surrounding text.