I’d like to confirm if there is a way in CLM (perhaps using the expression builder) to convert currency numbers in words, as such “USD 200.000,00 (two hundred thousand dollars)”.
This would be great considering our daily contracts frequently use this drafting style.
So for merging this information into the document can be done by 2 ways.
1. Through the workflow you can merge this variable into the document. “No Limitation”
2. You can use the word’s functionality to change the number into the word, but here is the limitation of this that you can only convert the number into word or letter till 6 digits. if it goes 7 digit or beyond 7 then it will not work.
Thank you, Pawan. Do you know which workflow step could be used in order to follow the option one? In my case, the workflow starts with a form that already genereates a document. Do I have to use the XML Merge step?
Thank you, Pawan. Do you know which workflow step could be used in order to follow the option one? In my case, the workflow starts with a form that already genereates a document. Do I have to use the XML Merge step?
Best,
No you are gonna use the “Merge Tracked Content’ and for this step to work you need to write “Track Name” merge tag. and it is gonna be quite complex to build as well as explaining here that how you are gonna configure but I will try my best.
Pawan, thank you very much for your availability and support.
I’ve included the “track name” merge tag in my template, and also included a “merge tracked content” step in my workflow. However, the “merge tracked content” step presents the error “The document does not contain tracked content with Unique Name: Valor_extenso”.
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Join the Docusign Community by logging in with your Docusign developer or customer account credentials.
Don’t have an account? You can create a free one when registering.
Note: Partner-specific logins are not available yet. Partners should log in as either a customer or developer
Docusign Community
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.