Combine Documents
This feature allows you to merge multiple documents into one cohesive file.
To use it, click 'Combine documents' in the Smart Automation feature, then select the documents to merge. The system consolidates the documents, applying block and inline conditions to address differences. The conditions are tied to a question in the questionnaire and based on the user's input, it would dictate what wording drops in or out of the generated document.
Worked example of template consolidation:
In the example below, two documents have been selected for template consolidation, one of them is a lease agreement for part of a building and the other one is for a whole building. Now, using the template management feature, we can consolidate these two documents into one.
Once the documents have been consolidated into one, the differences are highlighted through block or in-line conditions. For instance, in the example below, there is an in-line condition over ’PART OF A BUILDING’ and another in-line condition on ’WHOLE’ for differentiating between two different documents.
The conditions are tied to a question in the questionnaire and the relevant text would populate in the document based on the user’s input. The system automatically detects the differences between the documents and groups them in “variants”.
Once the templates have been merged, you can then rename your attributes in the attribute store for your conditions. In the example shown previously relating to the lease, the question could be renamed to ‘Type of lease’, with one variant called ‘Part of a building’ and the other variant called ‘Whole building’.
To learn how you can leverage AI to smart automate your templates, visit this article, here.