Documents are often set up to allow you the option of specifying a document output format upon generation. In some cases, you may want to restrict these options.

You can set up company-wide default formats to be used for generating documents, at User Profile and Agreement Type levels. Along with specifying the format, one can also indicate whether the end-user can override the default format. This is indicated by the Allow Override checkbox shown in the setup UI. Supported formats are DOC, DOCX, PDF, RTF, and PDF/A. If you select the Prompt option, you will be prompted to select a format at the time of document generation/preview.

To set up an agreement output format

You must have the Apttus Administrator profile.

1. Click  and click Agreement Document Output Formats.
2. Select a profile and click Edit.
   For example, Conga Administrator.

3. For agreement type, select the required output format option.
   
   

   

   When you select the document format and any of the other settings at the <<Profile Level>>, it is saved as the setting for any record type where you select Prompt.
   The setting at <<Profile Level>> does not override record types where a specific format is selected as default.
4. To add or remove a watermark, select or clear Allow Override (Watermark).
5. Click Save.

You have configured the output-controlling parameters to generate an agreement document in a required format.