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What Conditions Trigger Merge Fields in Vault?

  • Updated

Question:

What are the situations that Merge Fields in Microsoft (MS) Word and can be re-triggered in Vault?

Answer:

The Merge Fields for MS Word™ is a feature that replaces tokens in a document with field values in the Vault.

The following situations can trigger or re-trigger Merge fields:

  • Upload a new version of a source file
  • Copy a document and include the source file
  • Create a new document from a template
  • Reclassify a document
  • Classify an unclassified document
  • Update fields that are referenced by tokens within the source file (unless Merge Fields is set to No)
  • Change the value for Merge Fields from No to Yes
  • Re-render the document

Related Documentation:

Vault Help Documentation: Triggers for Field Merging

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