How to Edit and Download Merged Documents in Salesforce?

Here are the steps to quickly merge, edit, and download your documents

Step 1: Log in to Salesforce.

Step 2: Open Docs Made Easy from the App launcher.

Step 3: Click on Document setup. Then click Launch wizard.

Step 4: In the Add details tab, add the button name and select the Salesforce object. Followed by clicking on the Create button. 

Step 5: Click on Next.

Step 6: Click on Create New Document Template.

Step 7: Enter the Template Name, upload the Template file, and click Save.

Step 8: Click on Next.

Step 9: Click on Next.

Step 10: Click on Go to Page Layouts.

Step 11: Here, click on Account Layout.

Step 12: From Mobile & Lightning Actions, drag and drop the Template merge and Editor button in Salesforce Mobile and Lightning Experience Actions.

Click on the Quick Save button.

Step 13: Go to Account Record and click on the button (Template merge and Editor).

Step 14: Click the dropdown arrow next to the Download (Template) button.

From the available options, select Merge and Edit.

Step 15: Click on Merge and Edit (Editor).

Step 16: Now, the system will start generating the document. 

Step 17: The system will merge the template with the selected record data and open it in the document editor for further editing.

Step 18: Edit or update the content in the document as required.

Step 19: After completing the changes, click on the Download button available in the editor.

Step 20: The system will download the edited document to your device.

                                                                                     Thank You