PDF Files Generator

The CT Mobile app allows you to generate PDF documents during the display of CLM presentations.

This functionality is used when a user sends a PDF file from a CLM presentation or calls the ctm.generatePDF method.

You can attach several templates to a single CLM presentation.

  • templates should be added as an attachment to the CLM presentation.

    • The template filename should have the format as template.html, template1.html, template0012.html

    • The template name should be specified in the Description field of the Attachment object. The selected value will be displayed in the list of templates available for generation.

  • each template must contain markers of the following type: {!Contact.FirstName}, {!Account.Name}, {!CustomObject__c.SomeField__c}.

    • At the document generation, markers will be replaced by the values of the indicated fields of available offline objects.

    • If a field is empty or the object of this field is not available offline, the marker will be replaced by a blank space.

      The values are substituted from the local database records, as well as the values collected during the display of a CLM presentation.
``