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Merging Images into Generated Documents

Information on and how to Merge Images for Generate Documents functionality in Contract Logix

Eric Reinert avatar
Written by Eric Reinert
Updated over 4 months ago

NOTE: Generating Documents is a feature available in accounts which have paid for them.

Users can upload images associated with a contract (such as Engineering, Intellectual Property, or Patent images) and then merge the images into a generated contract document.

To use this feature, you will need to do the following.

  • Add the Images mini-grid to each Contract type layout that you wish to use it on.

  • Enter values for Image References (such as Figure 1, Figure 2, etc.) in Lookups.

  • Add Image Reference merge tags to clauses and add these clauses to document templates.

  • Upload images to a contract record within the Images mini-grid and assign an Image Reference to each image. NOTE: An Image Reference can only be used once per contract version.

Add the Images Mini-Grid to Contract Type Layouts

  1. From the homepage, click Settings menu, select Type Manager.

  2. Select the type to which you want to add the Images mini-grid.

  3. Click the Grids link to display a list of available grids.

  4. Select “Images” to add the grid to the layout then drag it to the desired location. Make any other changes you wish (modify the Columns, # Rows, etc.).

  5. Save the layout.

Add Image References in Lookups

  1. From the homepage, click to open the Application Settings. Next, select Lookups.

  2. Open the “Image References” lookup.

  3. Click [+] to add a row and enter a name for the reference (e.g., Figure 1). Repeat to add additional image references.

  4. Save the lookup.

Add Image Reference Merge Fields to Clauses

  1. From the Application Settings menu, select Clauses.

  2. Open the clause to which you want to add the image.

  3. Insert the cursor at the location in the text where you want to add the image.

  4. Select the Plugins tab.

  5. Click .

  6. Select “Image References”

  7. Click on the image you want to insert. A graphic representation of the image is added to the page.

  8. Adjust the properties such as alignment, size, text wrap style, etc. as desired.

  9. Save the clause.

  10. If you have not done so already, add the clause to a document template.

Upload images to the contract record

  1. Open the record and scroll to the Images mini-grid.

  2. Click .

  3. Drag the image file into the box or click to browse, select the file and Open.

  4. Choose an Image Reference from the drop-down. NOTE: An Image Reference can only be used once per contract version.

  5. Click .

Generate the document

For more information, click the How to Generate a Document from a Template link.

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