> So, as we don't see any other option and as you suggested will ask customer to continue the document building process in team SharePoint and once the document is fully built then it can be brought into IFS.
They could also try the option I mentioned earlier. I tried this out myself, and it might work if the user that checks out the document for edit does so to a folder that is in his OneDrive. I did not test this enough though.
> Also, I have one more question, do we have any possibility in IFS to amend the document details based on the values in object to which the it is connected. For example, we have template document revision for SLA and when I create a new document revision and connect to service contract then the template document will be copied and we can edit that document accordingly. But I want system to automatically remove certain sections of that document based on the work type of service lines connected to contract. Can we achieve this using Macros???
Most probably, yes. A document macro can access, optionally, attributes from connected objects. That means it can also take action, have conditions, on said attribute values. The rest is left as an exercise to the reader... š
FYI, in order to execute macros, the Aurena Agent needs to be installed.
Good luck!