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Easy Docs vs. Document Generator: Functional Scope

EasyDocs provides most, but not all, of the functions of Document Generator. If EasyDocs does not provide the data that you need to populate in the generated document, you may need to create document templates using Document Generator XML tags, as described in About Document Generator.

If EasyDocs does not provide the data that you need to populate in the generated document, you may need to create document templates using Document Generator XML tags, as described in About Document Generator. The following table lists the available XML tags in Document Generator and the equivalent merge field type in EasyDocs.

EasyDocs vs. Document Generator

Type of data to retrieve

Document Generator tag

EasyDocs merge field type

Limitations in EasyDocs

System field

tc:data

Basic merge field or automatically mapped merge field

 

Custom field

tc:detail

Basic merge field

 

Fields automatically retrieved from a sub- object

tc:loop

loop@

EasyDocs cannot retrieve a list of categories added to the record (detailList).

Current date

tc:date

Basic merge field, mapped to today's date

 

Current user

tc:user

Basic merge field, mapped to current user

 

Content from another file

tc:file

Basic merge field, mapped to file

 

Conditional content

tc:conditional

if@

 

Fields from a related object retrieved automatically without user interaction

tc:search

loop@

 

Fields from a related object, sub-object, or unrelated object, according to user selection

tc:filter

filter@

EasyDocs cannot retrieve data from unrelated objects.

Example: A drop-down list of contacts that are unrelated to the current record cannot be provided to the end user.

Text entered by user at the time of document generation

tc:input

Basic merge field, mapped to user input

 

Several text entry fields in one user input screen

tc:inputForm

Not available in this version

 

Conditional content based on multiple conditions

tc:block, used with tc:conditional

Not available in this version

 

Computed numeric value

tc:compute

Not available in this version

 

Static value used for tc:compute calculation

tc:operand

Not available in this version

 

Creating a Document Template: 5-Step Process Overview

EasyDocs provides a graphical user interface for creating Document Generator templates.

This is how a template is created and configured:

While configuring a template, you will most likely need to cycle through these steps several times until all of the merge fields and mapping are configured properly.

The following flowchart provides a visual depiction of this process.

image

Required TeamConnect User Group Rights

In order to perform the mapping of an RTF to TeamConnect data and to test a document template, you must belong to a user group that has the appropriate rights assigned to it by an administrator. These include, but are not necessarily limited to:

  • For Documents:
    • Read
    • Update
    • Create
    • Perform Template Data Mapping
    • Generate New XML Based Document
  • For the record type with which the document template is associated (such as Matters):
    • Read
    • Create
    • Update
    • Also make sure you have rights to its categories and sub-objects (such as assignees).
  • For all related records with which the main record type is associated, if data from these records needs to be retrieved in the document (such as involved parties, child or embedded project records, appointments, tasks, and so on):
    • Read
    • Create
    • Update
    • Also make sure you have rights to its categories and sub-objects.

Please ensure that your group has these rights given to it, at a minimum, before proceeding with the instructions in this document.

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