Easy Docs vs. Document Generator: Functional Scope

Last updated
Save as PDF

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.

To use Document Generator instead, go to this page: 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.

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.