Tutorials
Document Generation Tutorials
Welcome to the Document Generation tutorials category. This section contains a collection of step-by-step guides to help you get the most out of CloudFiles’ document generation features.
Browse through the list below to get started -
1
Template Creation - In this tutorial covers the step-by-step guide on how to create, preview, and publish templates using Microsoft Word and the CloudFiles Word add-in.
2
Generating Documents - Once you have published templates, you can use them to generate documents from records of the Master Object for which the template was created and published. You can access details of these published templates from the CloudFiles app in Salesforce. Read this article to know more