Does your automated document feature cross-references?
Do you want to ensure each cross-reference in your document updates automatically according to all the rules, looping, etc. that you've applied on Josef? Here's how!
- Note: This feature is in beta. If you would like your organisation to have access to the feature or have any feedback while we enhance its functionality, please contact email@example.com.
To learn how to create cross-references in Microsoft Word, please visit this article.
- Why use cross-references (beta)?
- How it works
Why use cross-references (beta)?
Previously, when a bot would generate an automated document on Josef, the end-user would need to download the document and manually update the cross-references in Microsoft Word.
However, with our new beta feature, there's no need! Generated documents feature cross-references that are automatically updated according to the document automations applied (i.e. rules, looping, etc.) and bot end-user responses.
How it works
Most of the work happens behind the scenes, but here are some things to note.
Cross-references display as locked blocks in the Josef Word editor, meaning they cannot be edited on Josef.
- Note: Therefore, we recommend editing/finalising cross-reference text before uploading your document to Josef. Alternatively, use the export & re-upload (beta) feature to export and edit your document in Microsoft Word, make any changes to the cross-references (or surrounding text), and then re-upload your document to Josef.
Once the cross-references and your document have been finalised, simply generate a document by testing your bot and that's it! Cross-references in your generated document will be in line with the automations applied and the responses inputted by end-users.
What automations impact cross-references?
Cross-references are updated in generated documents when:
- Blocks are duplicated,
- Text rules are applied,
- Block rules are applied,
- Looping is applied, or when
- A block is deleted.
Duplicating blocks targeted by cross-references
If a referenced clause or text is duplicated, the cross-reference elsewhere in the generated documents will refer to the originally referenced clause, not the duplicated version.
- Note: If the referenced clause or text is deleted via automation, the cross-reference in the generated document will update to display a broken cross-reference message, i.e.
"Error! Reference source is not found!"
We’re working to build the best document automation platform possible, so if you have any observations or questions, please let us know! Contact us at firstname.lastname@example.org.