Generate your first document

Created by Docs Made Easy, Modified on Thu, 24 Jul at 9:31 AM by Docs Made Easy

To generate your very first document, follow these steps:

Step 1: Open the app, you will be at the 'Document Setup' page.

Getting Started with our pre-built solutions

Note: This option allows users to quickly generate documents using pre-configured templates tailored for Account, Contact, and Opportunity records, enabling instant, hassle-free documentation without the need for manual setup.

Step 2: Click on 'Launch Quick Start' in the Document Setup page.

Step 3: On the 'Quick Start' Page, click any one from the Account Brief, Client Letter, Sales Proposal as per requirement.

Step 4: A custom button will be created, then click on 'Go to Page Layouts' as shown in the image, it will redirect to Page layouts.

Step 5: Select the Page layout where you want the button to be placed.

Step 6: Now, go to 'Mobile and Lightning Actions', select your newly created button and drag it to the 'Salesforce Mobile and Lightning Experience Actions' section and click on 'Save'.

Now, the button will appear on the record page to generate documents.