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Conga Product Documentation

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CLM for Salesforce

Managing Templates

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Agreement Document Output Formats

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 will be prompted to select a format at the time of document generation/preview.

To set up an agreement output format

You must have the Apttus Administrator profile.

  1. Click and click Agreement Document Output Formats. Select a profile and click Edit. For example, Conga Administrator.
  2. Select a profile and click Edit. For example, Conga Administrator.
  3. 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.
  4. To add or remove a watermark, select or clear Allow Override (Watermark).
  5. Click Save.
You have configured the output-controlling parameters to generate an agreement document in a required format.

Use Case for Setting Up Document Output Format

This topic describes 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.

Prerequisite:

You must have the System Administrator profile access permission.

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 will display PDF by default when you preview, generated, and re-generate the document.
Similarly, you can set up other types of Agreement Document Output Formats based on your specific need.

Configuring PDF/A as a Document Output Format

You need to 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.

Administrator Guide
CLM

December 31, 2024