Document Generation Setup Wizard

introduction the document generation setup wizard helps you configure cloudfiles to generate documents directly from hubspot crm data it walks you through connecting the cloudfiles office add in, preparing document templates, enabling document generation on hubspot records and generating documents from published templates the wizard is designed to be completed in sequence, ensuring all required components are correctly configured however, individual steps can be revisited at any time if changes are needed accessing the setup wizard the setup wizard can be accessed from the document generation section within the https //hubspot cloudfiles io/ using the left hand sidebar a progress indicator displayed alongside the wizard shows completed and pending steps, allowing you to easily track setup status and resume configuration where needed setup wizard overview the document generation setup wizard consists of 4 steps, each addressing a setup detail for enabling document generation within hubspot step 1 install and connect the cloudfiles add in this step ensures the docid\ jihoktak7sipfqeppnmju is completed and connected to your cloudfiles account the add in is required to create and manage document templates in word, excel or powerpoint using hubspot crm data once connected, you can create and access templates and make them available for document generation inside hubspot step 2 create and publish a template in this step, you create document templates that define the structure and content of generated documents templates can include dynamic fields, images, conditional logic and data pulled from hubspot objects and related records we covered in detail on creating and publishing templates in section docid\ kulqv8xede9lawbki7juo after you complete the template setup and save it, the template is published to cloudfiles and can be used for document generation step 3 add the document generation widget to hubspot records this step enables the document generation widget on hubspot record pages the widget allows users to access published templates directly from docid\ tocdsqlcm3 bcuturwll such as contacts, companies, deals etc once added, document generation widget becomes part of your hubspot record experience step 4 generate a document the final step verifies that docid 9y6s2h4kw hxrqjqx96a is working as expected users can select a published template from the widget and generate documents using live hubspot record data generated documents are immediately available for download completion and progress tracking each completed step is visually marked in the setup wizard and the progress indicator updates accordingly you can complete the setup in one session or return later to finish or review individual steps in the upcoming articles, we’ll cover the cloudfiles document generation setup in detail, with step by step guidance for completing each stage of the setup wizard