Saving from Redline to PDF
In addition to the Negotiate, True-Up, and Open in Word features, you can select Save PDF to save a new PDF file on the master record in Salesforce.
- The drop-down option next to the Save PDF button allows you to save and download the PDF file.
- The Save and Download feature simultaneously downloads a PDF file and saves a new PDF file to the object record.
- If there is an existing Salesforce file comparing the same file versions, the Save PDF and Save and Download buttons only download a PDF file and do not create a duplicate Salesforce file in the master record.
- Generated PDF file names contain both versions of the files being compared.
- Downloaded PDF files include a dynamically generated cover letter detailing the date and time of file generation, the user who generated the file, the file name, and both document versions being compared.
- The following illegal characters are automatically stripped from PDF file names for more secure file generation:
@,#,$,%,^,&,*,.,(,),,,?,",:,|,<,and >.
