Agreement Document Output Formats
You must have the Apttus Administrator profile.
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 are prompted to select a format at the time of document generation/preview.
To set up an agreement output format
- Click
and click Agreement Document Output Formats.
- For agreement type, select the required output format option.Tip: 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.
