Conga Product Documentation

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Use Case for Setting Up Document Output Format

You must have the System Administrator profile access permission.

This topicdescribes the use case for setting up document output format. This use case gives one example on how to set up default document output format for publishing your agreement. You might use this functionality differently, depending on your business case. In this case, a system administrator configures the default document output format settings which allow users to automatically generate an agreement in the desired output format. In addition, Allowable Output Formats option allows users to select a different format if necessary. This use case describes how to set up default document output format which fulfills users’ specific needs.

To set up output formats for your agreement, perform the following steps:
  1. Select the Agreement Document Output Formats tab.
    Setup Agreement Document Output Formats page is displayed.
  2. Select System Administrator from the Select Profile drop-down list.
  3. Click Edit.
  4. Select PDF radio button, if you want pdf for the output document in the Agreement Type Formats for Profile: System Administrator section. Supported formats are PDF, PDF/A, DOC, DOCX, and RTF.
  5. Click Save.
Your agreement record displays PDF by default when you preview, generate, and regenerate the document.
Similarly, you can set up other types of agreement document output formats based on your specific need.