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document templating system


clm

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any ideas how to implement a system where records are created in a documents.fp5 file based on records in a templates.fp5 file for the storage and management of boilerplate contracts and correspondence?

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create a script in document db which creates a new record.

run an extenal script from the main db. and select new record script (in document db). when a certain criteria is met the external script is run.

e.g. Main db.

Run script which creates a new record for a new correspondence in main db. within this script perform external script.

if info from main db needs to be shown in document file create a relationship to document db.

could be done by creating a unique id field in main db.

The new record script (in main db) inputs the unique id in to field in main db.

enter a copy step in script (in main db) and then add a paste step (in document dbscript) which will paste unique id in to unique id field in document file through the new record script (in document file).

Once this is done. select fields in document db to lookup the relevant fields in the main db using this relationship.

hope this makes sense!!!

ricardo.

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