Converting a Word Document into a PDF for Standard Objects

This converts a Word document into a PDF document for a standard object. It can be any Word document and does not have to be created using generateDoc or generateSupportingDoc. The protection level applicable to the Word document is not applicable to the PDF document.

API	Signature
convertWordDocToPDF2	webService static Id convertWordDocToPDF2(Id docId, String docFileName, Id sObjectId, String pLevel, Boolean addWatermark, Boolean removeWatermark, String headerText, String footerText, String sessionId, String serverUrl)

Request Parameters
Name	Type	Description	Required?
docId	ID	The id of the word document to be converted to PDF.	Yes
docFileName	String	The filename for the newly created PDF.	Yes
sObjectId	Id	The id of the standard object.	Yes
pLevel	String	The protection level to apply to the document. Valid values are: Full access Insert comments only Insert comments and tracked changes only Read only Fill in form fields only	Yes
addWatermark	Boolean	Indicates whether a draft watermark should be added to the PDF.	Yes
removeWatermark	Boolean	Indicates whether a draft watermark on the source word document should be removed from the resulting PDF.	Yes
headerText	String	The header text to append to the document.	Yes
footerText	String	The footer text to append to the document.	Yes
sessionId	String	The Salesforce session id.	Yes
serverUrl	String	The Salesforce server URL.	Yes

Response Parameter
Name	Type	Description
result	ID	The id of the generated document.

Code Sample

ID docId = 'a0Y61000002K6IR';
String docFileName = 'Agreement';
ID sObjectId = null;
String pLevel = null;
Boolean addWatermark = true;
Boolean removeWatermark = false;
String headerText = 'Agreement Id: 0123456789';
String footerText = 'Date Created: 11/27/2018 7:23:15 PM';
String sessionId = sessionId; //This is the session Id.
String serverUrl = System.Url.getSalesforceBaseUrl().toExternalForm() + '/services/Soap/u/50.0/' + UserInfo.getOrganizationId();

ID ConvertedDocId = Apttus.MergeWebService.convertWordDocToPDF2(docId,docFileName,sObjectId,pLevel,addWatermark,removeWatermark,headerText,footerText,sessionId,serverUrl);

CODE

Integration Details

Use the following information in your integrations with Apttus Contract Management Web Services API. For information on how to get started, refer to Integrating Conga CLM with External Systems.

API Prerequisites

None.

Request/Response XML

Example Request

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:mer="http://soap.sforce.com/schemas/class/Apttus/MergeWebService">
   <soapenv:Header>
          <mer:SessionHeader>
         <mer:sessionId>00D020000008lUh!AQYAQPYE.vw_Vh7FI.cV871nm9WWqIdhVINQJIl7PDNzr3fLVNdGjwk9qTJbDYIRoxbfpa44bpuIyeyVxEepPxdubr_AWjOv</mer:sessionId>
      </mer:SessionHeader>
   </soapenv:Header>
   <soapenv:Body>
      <mer:convertWordDocToPDF2>
         <mer:docId>00P02000000IY8p</mer:docId>
         <mer:docFileName>MS-NDA-Regenerated_TemplateWithOrgClause_ct__.docx</mer:docFileName>
         <mer:sObjectId>a07020000008w91</mer:sObjectId>
         <mer:pLevel>Full Access</mer:pLevel>
         <mer:addWatermark>False</mer:addWatermark>
         <mer:removeWatermark>False</mer:removeWatermark>
         <mer:headerText>Company</mer:headerText>
         <mer:footerText>Copyright 2020</mer:footerText>
        <mer:sessionId>00D020000008lUh!AQYAQPYE.vw_Vh7FI.cV871nm9WWqIdhVINQJIl7PDNzr3fLVNdGjwk9qTJbDYIRoxbfpa44bpuIyeyVxEepPxdubr_AWjOv</mer:sessionId>
         <mer:serverUrl>https://testmanaged--5s20minor.my.salesforce.com/services/Soap/u/50.0/00D020000008lUh</mer:serverUrl>
      </mer:convertWordDocToPDF2>
   </soapenv:Body>
</soapenv:Envelope>

XML

Example Response

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns="http://soap.sforce.com/schemas/class/Apttus/MergeWebService">
   <soapenv:Body>
      <convertWordDocToPDF2Response>
         <result>00P02000000IayZEAS</result>
      </convertWordDocToPDF2Response>
   </soapenv:Body>
</soapenv:Envelope>

XML