Help - Documents

Background	Document generation includes the capability to drop any process, task, field or function information into a document for merging with text. Each process, task, field or function added to the document will be made available in a mail merge data source. In some cases, such as a process, task, or lookup table field, the document will have multiple merge fields made available.
Processes	Adding a process to a document makes available the Process, Person, Team, Client and Vendor information for a process. If you include a process in a Matter-Level document, the newest process of the type you selected will be used to supply the merge fields.
Tasks	Adding a task to a document makes available the Task, Person, Team, Start and Stop dates, and accounting information if applicable. If you include a task in a Process level document, the newest task of the type you selected will be used to supply the merge fields.
Fields	Adding a field to a document makes available the field value. If the field is defined as a lookup field, all values from the associated lookup table will be included. To add a field, the field repeatability MUST match or be higher than the document repeatability. For example, you cannot include a task-level field in a process-level document.
Functions	Functions are small programs designed to generated text for merging into a document. In situations where a simple merge field will not work, or where multiple version of the same task or field need to be dealt with, functions provide a very efficient solution.