Objects Supporting Document Generation

For any object to support Document Generation, there can be 2 options.

For any object, if the value is Yes, the system supports Document Generation for that object but certain setup needs to be done.
The value No indicates that the Document Generation is not supported for that object.

The following table contains the summary of whether Document Generation feature is supported for the specific objects or not:

Feature Description	Agreement Object	Quote/Proposal Object	Standard Salesforce Objects	Other Custom Objects
Merge service endpoint	Yes	Yes	Yes	Yes
Controlling Merge Call Time out (default 60sec)	Yes	Yes	Yes	Yes
Publish Merge Events	Yes	No	No	No
Generate Document from Record	Yes	Yes	Yes	Yes
PDF security on generated document	Yes	Yes	Yes	Yes
Protection on generated Word document	Yes	No	No	No
Versioning. Word document protection	Yes	Yes	Yes	SR
Async mode of Merge	Yes	Yes
Template setup for default system filtering on generate and other Template functionality from X-Author	Yes	Yes	Yes	Yes
Auto Enabling Checking In for Final version in PDF format	Yes	Yes	Yes	Yes
Auto Enable Reconciliation	Yes	Yes	Yes	Yes
Header / Footer Stamp	Yes	No	No	No
Enabling Term Exceptions In Author	Yes	No	No	No
Create New Template Check-in Template	Yes	Yes	Yes	Yes
Check-out Template	Yes	Yes	Yes	Yes
Clone Template	Yes	Yes	Yes	Yes
Template Playbook: default Search, Select, Insert Clause inline / as reference	Yes	Yes	Yes	Yes
Insert Merge Fields for corresponding Objects Header Lookups Related - In Section Related - In Table	Yes	Yes	Yes	Yes
Insert Smart Merge Fields for corresponding Objects Header Lookups Related - In Section Related - In Table	Yes	Yes	Yes	Yes
Document Assembly Rules	Yes	No	No	No
Filtered Rows	Yes	Yes	Yes	Yes
Conditional content	Yes	Yes	Yes	Yes
Auto-publish	Yes	Yes	Yes	Yes
Output Format (Doc, Docx, RTF, PDF) and add Watermark Support for the generated document	Yes	Yes	Yes	Yes
Support Controlled Preferences for Output Format and Watermark *pairs: Record Type / User Profile	Yes	Yes	No	No
Check-in third-party document. Import Offline – Create a record and attach	Yes	No	No	No
Check-In third-party document. Import Offline – Attach to an existing record	Yes	No	No	No
Check-In document, attachment of the record. Versioning of the Documents, such as With Redlines Without Redlines Final to be Signed Watermark Naming Override	Yes	Yes	Yes	Yes
Check-out document, attachment of the record	Yes	No	No	No
Compare documents, attachments of the record	Yes	Yes	Yes	Yes
Locking: Refresh Lock	Yes	No	No	No
Create Section: Save selection as agreement clause	Yes	No	No	No
Playbook: Insert Clause into the Document on the records	Yes	No	No	No
Reconcile documents Highlight Smart Fields Reconciliation of the values	Yes	Yes	Yes	Yes
Tag Smart Fields	Yes	Yes	Yes	Yes
Update Document from Salesforce	Yes	No	No	No
Multicurrency support by the products of the system: Merge-Comply-Proposals X-Author	Yes Yes	No Yes	No Yes	No Yes
Chatter with Record	Yes	Yes	Yes	Yes