Other

Controls system-level behaviour related to data retention, integrations, document locking, and platform-specific features.
Data retention
Controls what data is retained when a document set is deleted. Available options include:
  • Delete answer sets and document content
    – Removes both answer data and generated document content.
  • Keep everything
    – Retains a full record of the document set in backend system logs.
note
Retained data is not accessible to users and is stored for system and audit purposes only.
Support data synchronization
Controls whether generated documents support synchronisation with the questionnaire.
  • Yes
    – Adds content controls to generated documents, allowing answers to be saved back to the questionnaire when using the
    Contract Express Negotiator Word add-in
    .
  • No
    – Does not support data synchronisation between documents and the questionnaire.
Lock explicit PDF
Controls whether generated PDFs are explicitly locked.
  • Yes
    – Generates a locked PDF even if the user has write permissions.
  • No
    – Generates an unlocked PDF, based on user permissions.
note
This feature is available via API only (specifically Salesforce).
FirmStyle
Controls whether FirmStyle formatting is applied to generated documents. Available options include:
  • Apply FirmStyle to generated documents if available
    – Applies FirmStyle formatting when supported.
  • Do not apply FirmStyle, even when available
    – Generates documents without FirmStyle formatting.
This feature is available only on the FastDraft platform.
Project template
Specifies the project template used for synchronising data across documents. Also defines the template that controls which variables are synchronised across documents within a project.
note
This is a FastDraft-only feature.

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