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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: 1. Salesforce Admin setting: Remote Site Settings > ApttusMergeServer 2. Comply System Properties > Merge Webservice Endpoint 3. 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: 1. Comply System Properties > Merge Call Timeout Millis 2. 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 | X | NSP | NSP | NSP |
| 4 | Generation Document from Record Generate Action button setup: 1. 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: 1. Create Admin > APTS_Protection 2. Create Admin > APTS_Password 3. 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: 1. Create Admin > APTS_Protection 2. Create Admin > APTS_Password 3. 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: 1. Create Admin > APTS_AsyncMergeCall 2. 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: 1. Agreement Object > Record Types picklist values 2. Template Object > Agreement Type picklist values 3. Template Object > Business Object picklist values *Template Object setup - For internal use only | 1. X 2. Add Object record types Values | 1. X 2. Add Object record types Values | 1. Add Object Value 2. Add Object record Types Values | 1. Add Object Value 2. Add Object record types Values |
| 10 | Auto Enabling Checking In for Final version in PDF format | X | NSP | NSP | NSP |
| 11 | Auto Enable Reconciliation Setup steps: | X | NSP | NSP | NSP |
| 12 | Header / Footer Stamp Setup steps: | X | NSP | NSP | NSP |
| 13 | Enabling Term Exceptions in Author * 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 1. Agreement Output Format Tab 2. 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 1. Merge - Comply - Proposals 2. 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: 1. 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 |