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Contract Type Config Settings
Contract Type Config settings are applicable only for licensed Contract Lifecycle Management. Contract Lifecycle Management provides a default set of contract type configuration settings such as, specifying the contract document attachment formats when a contract is automatically created from an object, or indicating if a default document template is automatically associated with the contract document when a contract is updated or created.
These are the default document setting contract config types. For information on the default signature settings, see Default Contract Type Config Settings for E-Signature.
| Config Type Name | Default Config Value | Usage Type | Description | Use Case |
|---|---|---|---|---|
| Auto Generate Doc File Type | Word, PDF | Document Setting | Specifies the contract document attachment formats that are available when a contract is automatically created from an object. Supported format includes:
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You can view the generated documents by using the View Documents dropdown in the Documents tab of a contract. |
| Auto Generate Document On Contract Creation | No | Document Setting | Automatically creates a contract document version when a new contract is created from a standard or custom object. You must configure a few contract type config settings for auto-generation to be successful:
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When you click Create Contract action to create a contract directly from an object such as an opportunity, quote, or order, and a default document template is defined then:
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| Auto Generate Document On Contract Update | Yes | Document Setting | Automatically updates contract document versions when a contract is updated from a standard or custom object. You must configure a few contract type config settings for auto-generation to be successful:
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If you click Update Contract directly from an object such as an opportunity, quote, or order, and a default document template is defined then:
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| Contract Document Download Option | Word, PDF | Document Setting | Specifies the formats available (.docx and .pdf) to download after document generation. This option is available only for .docx and .pptx templates. | After document generation, you can click on the download icon on a contract’s page to download the generated document formats. |
| Default Template Name | Document Setting | Uses the default document template for contract creation from an object. This template must be available in the org and active. The document template's usage type must be the same as the contract record type. |
For the contract creation to be successful, the Auto Generate Document On Contract Creation contract type config option must be set to Yes and the default document template is active. | |
| Document File Name Format | {0}_{1} Contract.Account.Name, Contract.ContractNumber |
Document Setting | Indicates the customized contract document file name values. {0) and {1} are placeholders, you can map the placeholders to any field in the contract. | For example, upon contract generation, {0} gets replaced with the account name and {1} gets replaced with the contract number based on the mapping. |
| Email Notification On Document Generation | False | Document Setting | Notifies the user whether the server-side document generation was a success or a failure. |
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| Import Target Contract Status | Activated | Document Setting | Specifies the status to which a contract should be set when a contract document version is created via document import action. | You can use the import option for legacy contracts that weren't created by using Salesforce Contracts. If you have contracts in your system that you want to import into the Salesforce Contracts application, use the Import Contract option to upload the document. Using the Import Target Contract Status you can specify the status of the imported contract. |
| External Review Required | Yes | Document Setting | Indicates the contract document is available for external review process. | To initiate the reconciliation process, click Initiate External Review action. |
| Internal Review Required | Yes | Document Setting | Indicates the contract document is available for the internal review process. | To start the internal review process, click Initiate Review action. |
| Compare Contract Versions Enabled | No | Document Setting | Compare the differences between the two versions of a contract. | You can effortlessly compare a contract's current version with any of the previous versions to identify differences introduced during redlining. |
| Check In Document File Type | Word, PDF | Document Setting | Specifies the format of the document that gets attached to the contract document version when it's checked in. Supported formats are: Word, and PDF. | You can attach Word and PDF document to the checked in contract version via the Microsoft 365 editor. |
| Async Check In Enabled | Yes | Document Setting | Controls whether the system can use asynchronous processing for document check-in when a document contains a high number of content controls. Content controls define boundaries, such as sections, clauses, and tokens. When enabled, the system automatically switches to asynchronous check-in to off-load processing from the synchronous flow. | Turn on this setting to improve performance when you check in large documents with many sections, clauses, or tokens. The system reduces latency and avoids timeouts by using asynchronous check-in when it detects high content control volume. Disable this setting if you want all document check-ins to always run synchronously. |
- Auto Generate Document On Contract Creation
To automatically generate a new contract document version and add it to the object when using the Contract Create action button, you must configure the contract type config settings. You need to set up a few contract type configurations for document generation to be successful. The configurations include the default template name, document file name format, and auto-generate doc file type. - Auto Generate Document On Contract Update
To automatically generate a new contract document version and add it to the object when using the Contract Update action button, you must configure the contract type config settings. You need to set up a few contract type configurations for updating contracts to be successful. The configurations include the default template name, document file name format, and auto-generate doc file type. - Sample Code To Update Out-of-Sync Contract Type Mapping
If you delete, add or modify a record type mapping with a contact type, the changes will only apply to the new contracts. To update the out-of-sync contracts, the system admin can run a custom code.
