Regenerate CLM PDFs

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