What Conditions Trigger Merge Fields in Vault?

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

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