Auto Select Options When Finalizing Documents

You can choose to have PDF generation and reconciliation be automatically selected, when you select Check-In for an agreement document and choose to save it as the Final document. By default X-Author will give you the option to Reconcile Document and Create PDF Attachment when you check-in a final document; however, you can select system properties which make those options automatically selected and not editable. There are also additional system properties which allow you to override those automatic selections.

You must be using X-Author Contracts 7.0 or higher and Contract Management 7.0.228 or higher.

Configuring Auto Select Options

Four Comply System Properties control this functionality. By default they are not selected.

1. From Setup, go to Develop > Custom Settings > Comply System Properties and click Manage and then Edit. The two settings for auto enabling are:
   1. Auto Enable PDF For Final Docs - Select this and the Create PDF Attachment option is always selected when you choose to save as Final - to be signed from the check-in dialog.
   2. Auto Enable Reconciliation - Select this and the Reconcile Document option is always selected when you go to check-in an agreement document.
      These two settings enable you to override the auto-enabled options when you go to check-in an agreement document:
   3. Allow PDF Select Override - This is only applicable when Auto Enable PDF For Final Docs is selected.
   4. Allow Reconcile Selection Override - This is only applicable when Auto Enable Reconciliation is selected.

The following table shows the check-in options available corresponding to the system properties configured.