PDF Output

The PDF format produces a fixed-layout, non-editable document suitable for compliance, archiving, and external distribution. It is available on Professional and Enterprise plans.

Document Layout

The PDF output mirrors the structure of the DOCX format with a fixed rendering:

1. Cover page -- document title, org name, generation date, and aprity branding.
2. Table of contents -- clickable links to each section.
3. Executive summary -- scan metrics and key findings.
4. Object chapters -- one chapter per Salesforce object with business rules, dependencies, and technical details.
5. Appendices -- technical appendix and global analysis (when enabled).

PDF-Specific Features

Clickable Table of Contents

The table of contents includes internal hyperlinks. Click any entry to jump directly to the corresponding section in the document. Most PDF readers also expose a bookmarks panel built from the heading hierarchy.

Page Numbers and Headers

Every page includes a header with the document title and a footer with the page number. This makes printed copies easy to navigate and reference during meetings.

Consistent Rendering

Unlike DOCX, the PDF format renders identically on every device and operating system. Fonts, colors, and layout are embedded in the file. There is no dependency on installed fonts or application-specific rendering.

tip

Use PDF when you need to guarantee that every recipient sees exactly the same document, regardless of their operating system or software.

Comparison with DOCX

Feature	DOCX	PDF
Editable	Yes	No
Consistent rendering	Depends on viewer	Yes
Annotations	Native Word comments	PDF annotations (varies by reader)
Custom templates	Enterprise	No
Digital signatures	Via Word	Via PDF reader or signing tools

The PDF format does not support custom templates. It uses the aprity default styling. If you need branded output, use DOCX with a custom template and export to PDF from Word.

note

The PDF output is generated server-side by aprity. You do not need to manually convert from DOCX to PDF.

Use Cases

Compliance and Audit

PDF documents provide a tamper-evident record of your Salesforce org's documentation at a specific point in time. Combine PDF output with scheduled scans to build a periodic compliance archive.

External Distribution

Share documentation with external consultants, auditors, or partners who should not edit the content. The non-editable nature of PDF ensures the document remains unchanged.

Print

The fixed layout of PDF produces consistent printed output. Page breaks, headers, and footers are designed for physical paper delivery.

Plan Availability

Plan	PDF Available
Trial	No
Starter	No
Professional	Yes
Enterprise	Yes

When to Use PDF

• You need a non-editable document for compliance or audit purposes.
• You are distributing documentation to external parties who should not modify the content.
• You want consistent rendering across all devices without relying on specific software.
• You need a printable version of your Salesforce documentation.