Document Format Setup

Documents can be set up to enable you to specify the output format when you generate a document. In some cases, you may want to restrict these options.

You can set up company-wide default formats for creating contract documents at the User Role and Contract Type levels. Supported formats are DOCX, PDF, and PDF/A. If you select the User Selection option, you allow the user to select a format during contract document generation.

Document format setup allows you to set the default document format and watermark options in the "Select a template" popup that appears when a user generates a contract document from a template. You can define role-level document format setup. You can also overwrite the role-level setup by defining contract type-specific exceptions.

To configure document format

1. Click > Admin Settings > CLM Settings > Document Format Setup.

2. Enter a role in the Select Role search box and select the role from the dropdown.

   

   The Contract Administrator role is selected by default.

   
   All document format setups for Admin are displayed. The following screenshot shows the Document Format Setup page.
   

3. Click the Add button.
   The Add Document Format popup is displayed.
4. On the Add Document Format popup: 
   1. In the Contract Type dropdown, select a contract type.
   2. In the Document Format dropdown, select DOCX, PDF, or PDF/A document format to restrict the document output format type or select User Selection to allow users to select the desired document output format.
   3. In the Document Action dropdown, select the actions on which this format is applicable.

      Note

      For actions other than the ones selected in the document action dropdown, the following default format options will be displayed to the users when they perform the document action in the contract:

      Document Format	Selection Default	Include Watermark	Selection Default for Watermark
      User Selection	DOCX	User Selection	FALSE

      
      

   4. If you selected User Selection in the previous step, the Selection Default dropdown is enabled. Select DOCX, PDF, or PDF/A to set a default document output format option when a user generates a contract document.
   5. In the Include Watermark dropdown, select User Selection to allow users to selected whether the watermark should be displayed or not, at the time of performing the document action. Select Always to apply a watermark whenever users perform document actions.
   6. If you selected User Selection in Include Watermark dropdown, the Default Watermark dropdown is enabled. Select True to display the Include Watermark checkbox as selected by default at the time of document action. The users can override the default selection if you have selected User Selection in Include Watermark dropdown.
5. Click Save.
   A document format is added.

To edit a document format

1. Click the More icon () for a contract type and select Edit.
   The Add Document Format popup is displayed.
   

   

   If both the <Role Level> contract type and a particular contract type document format are set up, the contract-type document format setup takes precedence.

2. Make the necessary changes and click Save.