Navigate to the View Redlines page in Contracts for Salesforce and click the dropdown next to Options to access the Save options.

Administrators can configure which of these options display, and in what order. For more information, see Configuring Save Options in View Redlines.

View Redlines has four Save options:

• Save PDF

• Save and Download

• Save Latest Version

• Save Final Document

The Save PDF feature saves a new PDF file to the master object record. If a user already created and saved a PDF file with Save PDF functionality and attempts to generate a PDF comparing the same two Contracts for Salesforce File versions with Save PDF functionality, the PDF file does not generate, and a pop-up message appears warning the user that the File already exists. This prevents users from saving duplicate Salesforce Files on the master object record.

The pop-up message only appears when users attempt to use Save PDF or Save and Download with the two File versions that already have a corresponding PDF generated with Save PDF and Save and Download. The generated PDF's file name conveniently includes the specific version numbers of the Contract for Salesforce File that are being compared in addition to the File's original name. The new PDF file also includes a cover letter that displays the file name, version numbers that are being compared, the name of the user that generated the PDF file, and file generation date and time.

The Save and Download feature simultaneously saves the Contracts for Salesforce document as a File on the master object record and downloads a PDF to the user's machine.

The Save the Latest Version option saves the latest version of the document and displays it in the Files section. (For example, if there are four versions of a document, then this option will download the fourth version without showing any redlines.)

The Save Final Document option accepts all changes, removes all comments, and generates a new document. We recommend using this option only after your True-Up process is completed.

If the Allow PDF Renaming on View Redlines feature is enabled by your Administrator, you will receive a popup prompt to name your document when using one of these options. You will also have the option to append the file name with version details.