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
ENHANCEMENTS
ENHANCEMENT: Linked Fields Supported in Mergeable Clauses
Reference #: 260226.1157.25796
We’ve expanded the Linked Fields functionality to Mergeable Clauses to create a more consistent and powerful document‑generation experience.
Previously, Linked Fields were only available when working with Document Templates. When users added a dropdown‑type mergeable field to a Mergeable Clause, the system pulled only the selected value and did not retrieve the additional linked information.
With this enhancement, Mergeable Clauses now support Linked Fields in the same way Document Templates do. When a dropdown field with linked information is selected, all associated linked fields will be available for use and automatically populated in the clause document. Fields without linked values will continue to work as usual.
This update provides more flexibility and ensures that clause content can include the same rich, related data that users already rely on in Document Templates.
DOCUMENT COLLABORATION & E-SIGNATURE
RESOLUTIONS
RESOLUTION: Unable to edit mergeable fields within a Mergeable Clause
Reference #: 260226.1157.28120
We’ve resolved an issue that prevented users from editing mergeable fields within a Mergeable Clause. Previously, the Edit button displayed an incorrect tooltip, and the selected field could not be modified.
With this update, users can now successfully edit the Display Name of mergeable fields, and the tooltip on the Edit button now reflects the correct action. These improvements ensure a clearer and more consistent experience when managing Mergeable Clauses.
RESOLUTION: Consecutive Placeholders for Same Mergeable Clause Causing Issue
Reference #: 260316.1157.28262
We resolved an issue that caused document generation to fail when the same mergeable clause placeholder was placed twice in a row within a document template.
Previously, if two identical mergeable clause tags were positioned directly next to each other on the same line, the system could not process them correctly, resulting in a failed merge.
With this update, mergeable clauses now function as expected even when placed back‑to‑back. Documents containing duplicated clause placeholders will generate and merge successfully without requiring template adjustments.