Regenerate CLM PDFs
Revision as of 10:54, 10 July 2024 by Admin (talk | contribs) (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)....")
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). You can pass any url here to be generated, including 3B Forms Response
Using Record Buttons
Two quick action buttons are delivered - one on the Document Trace and one on the Submission Request. They are both called "Re-generate PDF"
Using Apex
Call the APIPdfService.generatePdf(Id recordId, String documentURL) method