Vlocity Web Templates

When you create a document template in the Template Designer, the template is stored in Salesforce tables in HTML format. You can map tokens, or variables, in the document template to data from a Salesforce object or a JSON data structure. This data is merged into the document when the document is generated.

See the following advantages of Vlocity Web Templates:

• Design Vlocity Web Templates in the cloud. You do not need Microsoft Word or any other word processing application or plug-in to design, edit, or read Vlocity Web Templates.

• Salesforce generates the output document. Data does not leave the Salesforce cloud at all, not even for processing.

• Salesforce stores the output document in HTML, which enables people to make changes to the document within .

• can convert the output document to HTML, PDF, or Microsoft Word depending on the customer's needs.

However, there are also some disadvantages and limitations of Vlocity Web Templates:

• Because the template is designed using an HTML rich text editor, and the native format of the generated document is HTML, Vlocity Web Templates cannot create precisely formatted document output.

• CLM converts the HTML to Microsoft Word (.docx) or PDF. However, HTML does not provide the capacity for page numbers, tables of contents, repeating headers and footers, and other page layout elements. You cannot dynamically insert images and generation of charts.

• You have less control over how renders the final document.

• Creating a Document Template Section in CLM
  To generate documents, Web templates use different document sections that you set up to create one document.
• Creating a Clause Section in the Document Template Designer
  Clauses are predefined and available in the Clause library. You can add a clause to Vlocity Web Templates as document template sections.
• Creating an Item Section in the Document Template Designer
  An item section in a Vlocity Web Template gets data from the contract line items. Item sections specify which columns from contract line items appear in the contract document. Item sections always appear in tables.
• Creating a Repeating Content Section in the Document Template Designer
  In a JSON-based mapping Vlocity Web Template, you can create the repeating content section. Use a repeating content section to display any type of repeating content. For example, you can use a repeating content section to display each line item in an order separately with its own formatting, its own unique attributes, and so on. Use the rich text editor to format the repeating content.
• Creating a Signature Section
  Signature sections indicate the place to obtain contract document signatures. The signature tokens, a part of the DocuSign integration, can be inserted into the signature section as part of the text. DocuSign recognizes these tokens when the contract document is sent to DocuSign to manage the eSignature process.
• Creating an Image Section in the Document Template Designer
  An image section can include text, but provides special processing for images. Image sections insert images into the body of the contract document. You can also add text with the image. Image sections are useful for including company logos and product images.
• Creating an Embedded Template Section in Document Template Designer
  Embedded templates are useful when creating product-specific terms and conditions. You can create a Vlocity Web Template to use within another Vlocity Web Template. The template that contains the embedded template is the parent template.
• Creating a Context Section in Document Template Designer
  In a context section, you can include any text confined to this Vlocity Web Template. Context sections specify text to insert in a contract document based on context, for example, a contract header or a definitions section. You can type and format text in context sections.
• Creating a Custom Section for Vlocity Web Templates
  Custom sections in Vlocity Web Templates enable you to implement custom logic. If none of the other contract section types meets your business needs, you can define a custom section using an Apex class. You can define the class to do anything you need it to do, but the output must be HTML. The Apex class queries and formats data, and then returns an HTML response that is embedded into the document template.
• Conditionalizing a Section Using Product Lists
  You can conditionalize a section to appear only if one or more products appear in the header item. Basic conditions include or exclude sections based on products.
• Conditionalizing a Section Using Entity Filters
  You can include a Vlocity Web Template section in a contract only if certain criteria are met using entity filters. The entity filter operates on the Contract Line Item object.
• Configuring Contract Document Settings
  Contract settings such as signature required, restrictions on editing ,and auto-numbering can be configured at the document template level or the template section level.
• Create and Activate Vlocity Web Template
  Create a Vlocity web document template from scratch without using existing material.
• Test a Web Template by Using Data
  Test Template lets you quickly preview the Web template by using actual data. Ensure that you specify the mapping Omnistudio Data Mapper and extract Data Mapper or Custom Class in the document template. The Test Template button opens the docGenerationSample/singleWebLwc Omniscript. The singleWebLwc Omniscript requires either an object ID, Account ID, Contract ID, or Quote ID.
• Formatting a Web Template
  In Vlocity Web Templates, there are three levels of headings available in a contract document based, and you can choose how to format them. You can also change the font for the contract document body.