A user checks-out a document that contains Merge Fields. The user edits the document and checks it back into Vault. The Merge Fields tokens are not populated in the Vault.
The issue occurs during this scenario. The user:
- Creates a new additional document file in the local.
- Copies the Merge Fields tokens from the downloaded source document to the newly created one
- Checks-in the newly created document back to the Vault.
Some metadata in the Word file can be lost when the user copies and pastes from one document to another.
A best practice is to check-in the same document instead of creating a new one and copying the content over.
Vault Help Documentation: Troubleshooting Renditions
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