Document Generation Features List

The following table includes a list of functions that are related to document generation, or DocGen. Each column in this table represents either the Agreement, Quote/Proposal, standard Salesforce, and custom objects. While every function is completely supported for the Agreement object, there are limitations for the Quote/Proposal, standard Salesforce, and custom objects.

This list is a representation of all document generation features by Object Type.

The following list is a representation of the notation used:

X = supported out of the box
NSP = not supported
CSP - Comply System Properties
PSP - Proposal System Properties

Note:

The table below provides the required setup, if there is a necessary configuration for a document generation feature. In order to see what you must configure for a particular object, the configuration settings are noted under that corresponding object in the table.

For example, to use the Merge Service Endpoint feature for document generation on a custom object, you must configure Remote Site - Salesforce Admin Setting and CSP Endpoint.


	Setup required for a Feature	Agreement Object	Quote/Proposal Object	Std. Salesforce Objects	Other Custom Objects
1	Merge Webservice Endpoint Setup Steps: Salesforce Admin setting: Remote Site Settings > ApttusMergeServer Comply System Properties > Merge Webservice Endpoint Proposal System Properties > Merge Webservice Endpoint For more information, refer Appendix B > Custom Settings > Proposal System Properties in CPQ documentation . *Admin - for backward compatibility	Setup 1 & 2	Setup 1 & 3	Setup 1 & 2	Setup 1 & 2
2	Controlling Merge Call Time-out (default 60 secs) Setup Steps: Comply System Properties > Merge Call Timeout Millis Proposal System Properties > Merge Call Timeout Millis For more information, refer Appendix B > Custom Settings > Proposal System Properties in CPQ documentation . *Admin - for backward compatibility Max 60,000; Recommended 30,000	Setup 1	Setup 2	Setup 1	Setup1
3	Publish Merge Events Comply System Property > Publish Merge Events	X	NSP	NSP	NSP
4	Generation Document from Record Generate Action button setup: Create an action formula field on the Object, and then add it to the layout. Refer to Generating on a Custom Object.	X	X	Setup 1	Setup 1
5	Generation PDF Security Setup steps: 1a. Select Comply System Properties > Enable PDF Security 1b. Enter a password value for Comply System Properties > PDF Owner Password 1c. Create/Modify APTS_ComplyConfig Admin object for PDF security defaults (optional) See Enabling PDF Security for Agreement Documents for details. 2a. Proposal System Properties > Enable PDF Security 2b. Proposal System Properties > PDF Owner Password 2c. Create/Modify APTS_ProposalConfig Admin object for PDF security defaults (optional) See "Enabling PDF Security on Generated Quote/Proposal Document" in CPQ documentation .	Setup 1(a,b,c)	Setup 2 (a,b,c)	Setup 1 (a,b, c)	Setup 1 (a,b,c)
6	Generation Word Document Protection Setup steps: Create Admin > APTS_Protection Create Admin > APTS_Password Create Agreement Protection table entries for the following pairs: User Profile / Preview User Profile / Generate User Profile / Regenerate User Profile / Generate Supporting Document	Setup 1, 2, & 3	NSP	NSP	NSP
7	Versioning Word Document Protection Setup steps: Create Admin > APTS_Protection Create Admin > APTS_Password Create Agreement Protection table entries for the following pairs: User Profile / Save Initial Version User Profile / Save External Version User Profile / Save Final Version	Setup 1,2, & 3	Setup 1,2, & 3	Setup 1,2, & 3	Setup 1,2, & 3
8	Async Mode of Merge Setup steps: Create Admin > APTS_AsyncMergeCall Create Admin > APTS_AsyncMergeEmail Calls over 60 seconds are processed. *Custom objects with related lists are not supported	Setup 1 & 2	Setup 1 & 2	*Setup 1 & 2	*Setup 1 & 2
9	Template setup for default system filtering on Generate and other Template functionality from X-Author Contracts Setup steps: Agreement Object > Record Types picklist values Template Object > Agreement Type picklist values Template Object > Business Object picklist values *Template Object setup - For internal use only	1. X 2. Add Object record types Values3. X	1. X 2. Add Object record types Values3. X	1. Add Object Value 2. Add Object record Types Values3. X	1. Add Object Value 2. Add Object record types Values3. Add API name of Custom Business Object
10	Auto Enabling Checking In for Final version in PDF formatSetup steps: Comply System Properties > Auto Enable PDF Final Docs Comply System Properties > Allow PDF Select Override	X	NSP	NSP	NSP
11	Auto Enable Reconciliation Setup steps: Comply System Properties > Auto Enable Reconciliation Comply System Properties > Allow Reconcile Override	X	NSP	NSP	NSP
12	Header / Footer Stamp Setup steps: Comply System Properties > Auto Insert Header Footer Comply System Properties > Agreement Number Field For Imported Docs Comply System Properties > Footer Datetime Format For Imported Docs	X	NSP	NSP	NSP
13	Enabling Term Exceptions in Author Create Admin > EnableTermExceptionsInAuthor * Available for all Template types (valid association with TE - only for Agreement Clause Template)	X	NSP	NSP	NSP
14	Create New Template & Check-In Template Setup #9 required prior	X	X	X	X
15	Check-out Template Setup #9 required prior	X	X	X	X
16	Clone Template Setup #9 required prior	X	X	X	X
17	Template Playbook: default Search, Select, Insert Clause inline or as a reference Setup #9 required prior	X	X	X	X
18	Insert Merge Fields for corresponding Objects - Header - Lookups - Related - In Section - Related - In Table Setup #9 required prior	X	X	X	X
19	Insert Smart Merge Fields for corresponding Objects - Header - Lookups - Related - In Section - Related - In Table Setup #9 required prior	X	NSP	NSP	NSP
20	Document Assembly Rules Insert Dynamic Sections in X-Author for Contracts *Available for Agreement object only	X	NSP	NSP	NSP
21	Filtered Rows Apply Filter in X-Author	X	X	X	X
22	Conditional Content Make Conditional in X-Author for Contracts	X	X	X	X
23	Auto-publish	X	X	X	X
24	Generate. Output Format and add Watermark Support DOC, DOCX, PDF, RTF	X	X	X	X
25	Support Controlled Preferences for Output Format and Watermark *pairs: Record Type / User Profile Agreement Output Format Tab Proposal Output Format Tab	X	X	NSP	NSP
26	Check-in Third Party Document. Import Offline - Create record and attach	X	NSP	NSP	NSP
27	Check-in Third Party Document. Import Offline - Attach to existing record	X	NSP	NSP	NSP
28	Check-in Document, attachment of the record -With Redlines - Without Redlines - Final to be Signed - Watermark - Naming Override	X	NSP	NSP	NSP
29	Check-out Document, attachment of the record	X	NSP	NSP	NSP
30	Compare Documents, attachments of the record	X	NSP	NSP	NSP
31	Locking Refresh Lock	X	NSP	NSP	NSP
32	Create Section Save selection as Agreement Clause	X	NSP	NSP	NSP
33	Playbook: Insert Clause into the Document on the records	X	NSP	NSP	NSP
34	Reconcile Documents - Highlight Smart Fields - Reconciliation of the values	X	NSP	NSP	NSP
35	Tag Smart Fields	X	NSP	NSP	NSP
36	Update Document from Salesforce	X	NSP	NSP	NSP
37	Multi-currency support by the products of the system Merge - Comply - Proposals X-Author Contracts *Functionality related to Smart Field: Reconciliation, Tagging currency fields is affected	1. X 2. X	NSP	NSP	NSP
38	Chatter with Record Setup steps: Select Enable Chatter Feeds for the object	Setup 1	NSP	NSP	NSP

	Admin > AutoContentSearchable *for activation only	X
	eSignature support	X	NSP	NSP	NSP
	- EchoSign	X	NSP	NSP	NSP
	- DocuSign	X	NSP	NSP	NSP

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Document Generation Features List

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