Objects Supporting Document Generation
For any object to support Document Generation, there can be two 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 |
No |
|
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 |
No |
|
Check-out Template |
Yes |
Yes |
Yes |
No |
|
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
|
Yes |
Yes |
Yes |
Yes |
|
Insert Smart Merge Fields for corresponding Objects
|
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
|
Yes |
Yes |
Yes |
No |
|
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
|
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:
|
|
|
|
|
|
Chatter with Record |
Yes |
Yes |
Yes |
Yes |
