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Idea Submitted

Allow Export/Import of Document Generation Forms as JSON or XML

Categories:CLM
  • May 14, 2026
  • 0 replies
  • 7 views

Samuel Velasco
Active Voice
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CLM Workflows can be exported/imported as JSON — Document Generation Forms should have the same capability.

Current limitation:

  • No way to export a form's configuration as a readable file (JSON, XML, etc.)
  • The only transfer method is Component Packages (.spackage), which are proprietary and cannot be inspected or edited
  • No way to compare, audit, or bulk-update field structures across multiple forms without opening each one manually in the Form Builder

Requested feature:

  • "Export as JSON" and "Import from JSON" options for Document Generation Forms
  • Exported file should include: sections, fields, field types, validations, dropdown/CSV references, conditional rules, and attribute links

Use case: Managing 10-15+ forms that share common sections. Currently impossible to efficiently align them, version-control them, or analyse them with external tools.