Doc Launcher Settings

  Document Management       Last updated: October 23, 2017     


The Settings tab under Account Preferences > Doc Launcher contains options for merge tag editing and Doc Launcher URL setup. You need to be an account Super Administrator to change these settings as they impact your merge templates and Doc Launcher configurations.

Complete the following steps to change Doc Launcher settings.

  1. Log in to SpringCM with your user credentials.
  2. Click the Go To menu.
  3. Choose the Preferences option. The Preferences screen opens.
  4. Scroll to locate the Doc Launcher link under the Account Preferences group.
  5. Click the Doc Launcher link. The Doc Launcher Configurations page opens.
  6. Click the Settings tab. The Doc Laucher Settings page opens.
  7. Change the Enabled/Disabled radio buttons under the "Allow Merge Tag Editing" and "Restrict Doc Launcher URL Content" options. 

 

Allow Merge Tag Editing

Enabling this option allows Super Administrators to edit the value of the Merge Tags for fields and containers within a Doc Launcher Form. This allows Administrators to optimize the merge output structure for their use case. 

Please note the following:

  • This relaxes the rules ensuring uniqueness of the merge output, which can result in inaccurate data merge into your generated document.
  • This setting does not pertain to tables or dropdowns linked to Salesforce object.

Restrict Doc Launcher URL Content

This option removes the folder name and folder path from Doc Launcher configuration URLs. 

Please note the following:

  • New folders are not automatically created when this setting is enabled.
  • You have to manually create folders through SpringCM File It.