Configuring Rendition Profiles

Rendition Profiles allow you to choose rendition settings that differ from the Vault-wide rendition settings. For instance, if you have separate Microsoft Word templates for two locales and the Table of Contents bookmarks should be generated differently for each, selecting locale-specific rendition profiles makes it possible to render both of the documents without changing Vault-wide rendition settings.

Rendition profiles take precedence over the Vault-wide rendition settings. If you make changes to the rendition settings on a document via the Actions menu, those settings supersede both the Vault-wide settings and the selected Rendition Profile.

Admins can configure Rendition Profiles, including automatic selection of a default Rendition Profile, or conditional selection under specified criteria. For example, Vault can be configured to automatically apply a specific Rendition Profile when a document’s Country field has a particular value.

Configuring Rendition Profiles

Admins can create and edit Rendition Profiles.

To enable the Rendition Profiles field for a document type:

  1. Navigate to Admin > Configuration > Document Fields > [Document Type]
  2. Click Add and select Existing Shared Field.
  3. Select Rendition Profile from the dropdown in the Use Shared Field dialog.
  4. Click OK.

To create a new Rendition Profile:

  1. Navigate to Admin > Configuration > Rendition Profile.
  2. Click Create.
  3. Change settings for Font Embedding, Bookmark & Link Settings, and Rendition Display.
  4. Click Save.

To change Rendition Profile settings, navigate to Admin > Configuration > Rendition Profile, click the name of the desired profile, and click Edit. Select options to customize the Rendition Profile. The settings available are the same as the Vault-wide rendition settings, with the following exceptions:

  • Allow viewing and annotation of protected PDF files. You must manually re-render the document for the new settings to take effect.

Changes to the Rendition Profile settings apply to all new document versions created using the Rendition Profile. Changes do not apply retroactively to existing documents using the modified Rendition Profile. You must manually re-render or up-version the document for the new settings to take effect.

Automatically Applying Rendition Profiles

You can configure an event action on a document lifecycle to automatically apply a default Rendition Profile to a document or a specified profile upon meeting the configured criteria. For example, you can configure Vault to automatically apply a specific Rendition Profile when a document’s Country field has a particular value.

Configure automatic Rendition Profile application as an event action on a document lifecycle.