Metadata

Controls what metadata, properties, and identifiers are embedded within generated documents.
Include answer data in each generated document
Controls whether questionnaire answer metadata is embedded in the generated document file.
  • Yes
    – Embeds answer metadata within the .docx file (not visible in Word, but accessible by converting the file to .zip).
  • No
    – Does not embed answer metadata. (Default)
note
We do not recommend enabling this setting unless a specific API or integration needs to extract answer data directly from the document.
Include properties in each generated document
Controls the level of document properties included in generated documents. Available options include:
  • All
    – Includes all available properties, including profile settings and answer data.
  • Enough to support Contract Express Negotiator
    – Includes only the properties required for Negotiator functionality.
  • None
    – Does not include document properties.
Properties store Contract Express–specific metadata about the template, markup, and associated answers.
Include template dictionary
Controls whether template dictionary metadata is embedded in the generated document.
  • Yes
    – Includes dictionary metadata in the generated document.
  • No
    – Does not include dictionary metadata.
Legacy transaction identifier
Controls whether an alternative legacy identifier is created for the document set.
  • Yes
    – Generates a legacy transaction identifier (for compatibility with earlier versions).
  • No
    – Does not generate a legacy transaction identifier (Default).
note
This is a legacy feature intended for backward compatibility.
The external label
Allows an external system to associate custom data with a document transaction. Stores an arbitrary string value supplied by an external system, accessible via the Contract Express API.

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