DocMadeEasy – Easy Document Generation Tool:
Docs Made Easy fast forwards your business with easy document generation. Create beautiful, personalized, and effective documents that work for your business.
Once you have installed the Docs Made Easy app from Salesforce AppExchange, you need to follow the steps given below to integrate Salesforce with Docs Made Easy.
Step 1 : First you can initialize the setup , click on the Document Setup.
Step 2 : Click the Document Automation Wizard for creating a Object for setup & fill the details.
Step 3 : And then add the data for the query.
Step 4 : After that you can add the templates for the documents as well as email template also & click Next.
Step 5 : Now you modify your background for the document or else click next.
Step 6 : Almost done and add the button A button was created on the Work Order Object for you. To use it, add Test WO to the page layout.
Step 7 : Now, click on the Setup to move to the setup page.
Step 8 : On Object Manager, select the Object Work Order.
Step 9 : On Object Manager, select the Object Work Order.Next, click on the Button, Links, and Action & “New Button and Links” to create a new button.
Step 10 : Now, Add Name, Display type, and the Button Url
Step 11 : Click on Document Template to open it , click on new to create a Document Template.
Step 12 : Click on Document Template to open it , click on new to create a Document Template.
Step 13 : Here, click on the related list.
Step 14 : Now, click on Upload Files.
Step 15 : Next, select the file which has the template that you want. Here we have created a Template.