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CLM for Salesforce

Setting Up Agreement Document Output Formats

Configuring PDF/A as a document output format

You must manually configure PDF/A as a document output format only if you upgrade to Summer '21 release or a later release. You need to add the PDF/A document output format in the Agreement Output Format object and the Allowable Output Formats field in the Agreement object.

  1. Go to Setup > Object Manager > Agreement > Fields & Relationships > Allowable Output Formats.
  2. Click New.
  3. Enter PDF/A and click Save.

    When you navigate to the Agreement Detail page and edit the Allowable Output Formats field, you can see the PDF/A in the Available column.

  4. Go to Setup > Object Manager > Agreement > Fields & Relationships > Output Formats.
  5. Click New.
  6. Enter PDF/A and click Save.
  7. Go to the Agreement Document Output Formats tab.
  8. Select a profile from the Select Profile drop-down list.
  9. Click Edit.
  10. Select the PDF/A radio button or a suitable agreement type.
  11. Click Save.
When you generate or regenerate an agreement, or generate a supporting document, you can see PDF/A as an output format option.

September 30, 2025