It is now possible to create grouped documents from an imported contract, provided that its data extraction has been validated.
What’s changing
When an imported contract has a validated extraction:
the “Create a grouped document” option becomes available,
an automated document (e.g., purchase order, appendix, etc.) can be created from this contract,
the imported contract and the generated documents share the same data sheet (Q&A).
👉 Shared data is automatically carried over and synchronized across all documents in the group.
🔁 Data synchronization
Any change in one document in the group updates the shared Q&A.
A new validated extraction on the imported contract automatically propagates the data to the grouped documents.
AI-derived values lose their reference if they are modified manually.
🚫 Not allowed / Forbidden combinations
It is not possible to create a grouped document if the extraction has not been validated.
It is not possible to group multiple imported contracts together.
It is not possible to link an imported contract (with or without extraction) to an existing Gino document.
➡️ In practice:
Only the following sequence is allowed:
Imported contract with validated extraction ➜ creation of a grouped automated document.
✅ In summary
An imported contract with validated extraction can be used as the basis for grouping.
Documents share a common, synchronized Q&A.
No other combinations are allowed: no grouping between imported contracts, nor with existing Gino documents.
Data consistency is guaranteed across the entire group.