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Document Automation (HotDocs Integration)

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This guide provides information about the OOTB rules related to the TeamConnect Document Automation (HotDocs Integration) module.

Document Automation Template (HDM$)

Object Object Name Unique Key Rule Name Rule Description Rule Type Order
HDM$ Document Automation Field Mappings NLRC NoTeamconnectField This rule applies validations to make sure that fields in the interview template exist. Custom Action Create, Update
HDT$ Document Automation Template DeleteInterviewsLinkedToATemplate Delete interviews linked to a template This rule deletes interviews linked to a template when the template is removed. Custom Action Delete
HDT$ Document Automation Template HDTemplateNameAndObjectFieldsRequired HDTemplate Name And Object Fields Required This rule ensures template name and object fields are populated before saving. Validation Create, Update
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