# Document Generation

CloudFiles Document Generation integrates with Salesforce to simplify document creation using the CloudFiles add-in, the Document Generation Lightning Web Component, and flow actions. Set up, design templates, and generate documents manually and automatically.

> Kind: Guide · Updated: Jul 9, 2026

CloudFiles Document Generation integrates with Salesforce to simplify document creation and management. Using the CloudFiles add-in, the CloudFiles Document Generation Lightning Web Component (LWC), and flow actions, users can efficiently generate, customize, and automate documents using Salesforce data. This guide offers a comprehensive walkthrough on setting up CloudFiles Document Generation, designing templates, and generating documents both manually and automatically.

Get started with these key sections:

- Installation: How to set up CloudFiles Document Generation in your Salesforce instance — installing the package from the Salesforce AppExchange, understanding the included components, and reviewing the technical requirements for compatibility.
- Configuration: Set up CloudFiles in Salesforce, connect your account, and manage permissions. Install the CloudFiles add-in for Microsoft Office and link it to Salesforce for creating templates, and manage user roles and licenses.
- Template Creation: Create templates for use with CloudFiles Doc Gen. Templates are built using Microsoft Word, Excel, and PowerPoint with the CloudFiles Word add-in — insert merge fields, preview with sample data, and publish the template for use within Salesforce.
- Features: The powerful features of CloudFiles Document Generation in Salesforce, including DocuSign integration.

> If you're on a paid plan, reach out to the CloudFiles support team for further assistance at support@cloudfiles.io.