Delivery Options

Delivery Options are the method your DocGen Packages are output or sent. Some features are specific to certain delivery options. Many delivery options have the same fields for options which are shown in the table below.

For example, say you wanted your document to be in a single PDF and to preview it before sending. You would select the Single PDF option and choose the Processing Option to be On Screen and Preview Before Sending.

For information specific to the delivery type, refer to one of the topics below.

Field Description
Delivery Option Name* Specify the name of the delivery option. The user who generates documents sees this name in the delivery option at runtime.
Document Output Type*
  • Single PDF: Combine all documents into a single PDF so that the output will be a single PDF.
  • Separate PDF Files: Deliver separate PDFs.
  • Same as Original: Deliver individual files in the same format that the template used.
    • Track Changes in Word Docs: Enable this option to turn on the Track Changes feature in Microsoft Word.
  • Single PDF and Same as Original: Delivers a single PDF and individual files in the same format as the template used.
    • Track Changes in Word Docs: Enable this option to turn on the Track Changes feature in Microsoft Word.
Make Delivery Option Available On*

Select one or both of these options to choose where you want your DocGen Package to be available on.
Processing Options
  •  Automatically Process and Send: Send the processed DocGen Package without preview.
  •  On Screen and Auto Send: Show a process bar that displays the progress of the that is being created and then automatically send the DocGen Package.
  •  On Screen and Preview Before Sending: Show the process bar and preview the generated document.
    • Preview Step Help Text: This field appears if On Screen and Preview Before Sending is selected. The text that displays here will be a preview step during document generation.

Help Text

Type a note or hint for the delivery option you've configured and the hint will display at runtime.

Allow Document Storage Specifies that the user has the option to store documents.
Auto Send Specifies that output files should be automatically sent without a preview of the PDF output.
Display Order Specify the order in which your delivery options appear on the run DocGen Package page by putting a number in this field. The app displays delivery options in numerical order. If no number is specified, the app sorts delivery options alphabetically ahead of any other delivery option with a specified order number.
DocGen Package Specifies the name of the DocGen Package to which this delivery belongs. This field is required and only editable for new delivery options.
Limit Availability

  • Mass: Only specifies that this delivery option can be run by a user from a list view of records.

  • Non-Mass: Only specifies that this delivery option can only be run by a user from a single record.

  • Hidden: Specifies that this delivery option cannot be run from a list view or a single record.
Require Document Storage Specifies that the output files will automatically be attached to a storage solution.
Store As Specifies the storage option.
Turn Tracking On

Specifies that the Track Changes feature in Microsoft Word documents should be turned on.

Note: Turn Tracking On requires a Document Output Type set to Originals and Microsoft Word documents.
Wait for Document to Process Specifies that the users can bypass the process bar.

You must complete any fields that are marked with an asterisk (*).