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Link

Elements that connect or “link” data between Elements and Clauses.Links may be used to:

  1. Save time with data entry by auto populating data within and across documents. When connected to another Element, a Link will populate with the content of that connected Element. Links may connect with Elements in the same template or with Elements in a different template provided the templates share a Template Suite.
  2. Reference numbered Clauses, usually in the same Template, but may also reference numbered Clauses in other templates provided the templates share a Template Suite.

Links can be connected to the following Elements:

One Link Element feature of note is that should the content of the Element to which a Link is connected changes, the content in the Link will automatically update. For example, in an agreement, a Link element can be set up in the signature block and connected back to the agreement parties’ names and contact details defined in the opening Article. Should a party’s details be modified in the opening article, the information in the signature block will also change.

Once a Link Element is clicked upon, details of the Element can be modified in the top menu with the following new tabs: Conditions; Tags; and Design.
Regardless of the source Element’s formatting, content auto populated in a Link Element will appear as plain text.The Design tab can be used to format the text as needed.Below the top menu, Link’s Phrase will appear.

Here are the steps for preparing a Link:

  1. Drag a Link Element widget from the left menu and add it to a Clause
  2. Click on the Link Element to edit
  3. Modify the dropdowns in Link’s Phrase as follows:
    a.) Choose the Clause or type of Element to be linked (“Link To”)
    b.) Choose the relevant Document
    c.) Choose the relevant Element by its System Name

Please make sure that Clauses and Elements which you intend to use in Links have System Name.

If a Link shows up as red on the Editor Canvas, one of two errors may have occurred:

  1. An Element or Clause has not been correctly related to the Link; or
  2. The Link Element is connected to an unnumbered Clause.

Links connected to Clauses, which display the number of the Clause and are automatically changed when the numbering is modified will be exported to Word documents as “cross-references”.

Object property Links

The first of many integrations between our powerful Objects feature and Automated Templates is here.

Object links will populate the text of a selected Property of an Object Record (for example, a clause in a clause library). When a user opens a Template to create a new Document, the most recent text of the Property will be loaded, ensuring that users always work with a Template that has the most recent data.

This feature is an ideal way to use the Objects feature to build a clause library with centrally updated clauses (meaning when a clause is updated in the clause library, it will be automatically updated in all Templates). 

To add an Object Link to a Template, create a Link Element, then choose the Object property option, then Object, then Object Record, and the Property from which the text should be populated.

It is currently possible to use Object property Links in connection with Single-line Text and Multi-line Text properties.  

Web Page Links

The Web Page option was also added to Link Element.

To create a Web Page Link, create Link Element, then choose the Web Page option and insert the URL address.

It is also possible to change the text of the Link that is displayed in a Template.

Link to JSON Object

Template authors may set Links directly to the JSON objects in the JSON Integrations.

Only JSON objects with the activated “Use in Template Editor” checkbox can be referred to in Links.

Link to Any Template Suite Content

The “any Template Suite content” type of Link will allow you to build logical dependencies between content inserted directly into a Template and content in a Clause from the Clause Library. However, it is not limited to the Clause Library use case. It can be used to refer to any Element or Clause in your Template Suite.

This new type requires a user to insert the System Name as well as the value manually.

Links to Questions and Selects referring to Objects

It is possible to set Links to Questions and Selects referencing to Objects. The difference between Links to other types of Template Elements or Clauses is that such Links contain one additional parameter that makes it possible to display a value from another Property of the selected Object Record than the one defined in the Question or Link.

Therefore, such Links may display a different text than that of the selected Option in the Question or Select they are referring to. For example, if there is an Object containing your customers and each customer (Object Record) contains information about Name, Address, and Date of Birth, and the Select contains the Name, then one Link to such a Select will display the Address, and the other Link will display the Date of Birth. 

Object property Links

This is an integration between our custom Objects feature and Templates.

Object links will populate the text of a selected Property of an Object Record (for example, a term in a glossary). When a user opens a Template to create a new Document, the most recent text of the Property will be loaded, ensuring that users always work with a Template that has the most recent data.

To add an Object Link to a Template, create a Link Element, then choose the Object property option, then Object, then Object Record, and the Property from which the text should be populated.

It is currently possible to use Object property Links in connection with Single-line Text and Multi-line Text properties.