Regenerate CLM PDFs: Revision history

Jump to navigation Jump to search

Diff selection: Mark the radio buttons of the revisions to compare and hit enter or the button at the bottom.
Legend: (cur) = difference with latest revision, (prev) = difference with preceding revision, m = minor edit.

    10 July 2024

    • curprev 10:5410:54, 10 July 2024Admin talk contribs 850 bytes +850 Created page with "== Intro == Sometimes, PDFs might not be generated properly or altogether. This guide describes how to request re-generation of PDFs for Documents/Templates == Using Flows == Use the "Generate PDF for Record" action available under 3B CLM in screen/record triggered flows. Two parameters will be required: - Record Id - the target record id where the PDF will be saved - Page URL - i.e. the b3d__GeneratedDocument page (for templates) or the b3d__Generate page (for sign)...." Tag: Visual edit