Image References in Templates (FX2)
X-Author can display images in agreement documents by including them in RTF fields and referencing them in agreement templates.
It is strongly recommended to insert RTF fields into your templates as HTML when your content does not contain images, as described in the previous section Working with Rich Text Area Fields. The following represents a valid process for inserting RTF fields as images and can still be used, but should only be used when your RTF content contains only images and no other content.
For images to be displayed in an agreement document, there must be a reference to the image available in Salesforce for the merge server to use, so it can place the image in the generated agreement document. Apttus provides this ability through the Upload Image option in the header of an object. This provides the option to upload an image to an RTF field associated with a page layout, which can then be referenced via a merge field in the template used for the agreement document.
In order for the Apttus Merge Server to render your image properly, you must specify a height and width after inserting the field. Failure to do so will result in no image being generated in the target document.
You can use images up to 1MB in size and .gif, .jpg, and .png file types. To ensure the images will be presented in the document as expected you should work on a draft document in Microsoft Word first, edit the images as required in an image editor application, and then upload them to an RTF field.
In case your system has not been configured to use image references, please ask your System Administrator to complete the required configuration in Salesforce before you try to add and reference images.
