Generate a document manually

the doc gen widget allows users to manually generate documents (word, excel, ppt, pdf) from any salesforce record page using predefined templates once you create and publish a template using the build a template (word) docid\ lrofcwxxmyxa9aiic it tutorial, you can manually generate documents via a record to do so, you must add the doc gen widget to the record page this guide explains how to set up the widget and use it to generate documents what to expect by the end of this tutorial, you will know how to add the doc gen widget to a lightning record page generate documents manually from a record use the available options after a document is generated tutorial video refer to the quick video if you would like to have a visual guide for this tutorial read on if you prefer textual content video will be added soon pre requisites install cloudfiles in salesforce cloudfiles is available on the salesforce appexchange and can be installed using the standard app installation process check out installation docid\ aw06gffsiiq qdp1fkgcj and configuration docid\ zgbv7ll pzzzopel4 7up guides to set up your account and user access doc gen templates ensure that the templates published for the object are listed under the document generation tab → docgen templates add the widget to record page in salesforce, go to lightning app builder for the record type (e g , order) from the components list, find and drag cloudfiles doc gen into the page layout click save , and activate the layout if needed the gif below shows how to add the cloudfiles doc gen widget to the record page once the widget is added to the record page, the record will automatically display the published templates available for that object within the widget test the setup navigate to a record where the widget has been added in the cloudfiles doc gen widget, you’ll see a list of all published templates click the dropdown next to the template you want to use choose generate docx or generate pdf from the menu download – saves the file to your computer copy to salesforce files – stores the file under the record’s attachments the gif below shows how to manually generate a document and copy it to salesforce attachments