User Guide

Installation Steps

• Step 1 : Go to Salesforce AppExchange and look for Docs Made Easy in the search tab. Then, Click on the ‘Get It Now’ Button.

Note: You will have to Sign Up or log in from your Salesforce account to install the package.

• Step 2: Once you have logged in, you will see a popup like this. Here, Click on the Install in Production button.

• Step 3: Once you click on the Install in Production button, then you will see another pop-up as shown in the figure below. After agreeing to the terms and conditions, you will have to click on the Confirm and Install button to install the package.

• Step 4: After this step, it will redirect you to the Salesforce Login Page. Login to Salesforce from your account.

• Step 5: After logging into Salesforce from your account, you will see the installation screen, something like this. Here, click on Install for All Users.

• Step 6: You will now see that the Docs Made Easy app is Installing for All Users.

• Step 7: And, after the process is complete, you will see the Docs Made Easy app installed in Salesforce.

• Step 8: Here, when you click on the Docs Made Easy app package, you will see a screen as shown below. Here, click on the AppLauncher button and type HIC in the search bar and click on HIC Docs Made Easy from the result thrown.

Generate your first document

• After installing the Docs Made Easy app, you should be now at the “Home” page of the app.

Getting Started with our pre-built solutions for your documentation

Creating a Custom Button

• First, move to “Document Setup”

• Once you click on the “Document Setup” button, you will see two options. The first one is “Quick Start”, and the second is “Document Automation Wizard”.

• Selecting “Quick Start” will allow you to use the documents pre-built on the Docs Made Easy app. Or, if you wish to create your own custom document, click on “Document Automation Wizard.”

• So, when you click on the “Launch Quick Start” option, you should ideally see the three options, as shown in the image given below. 

That is:

1. Account Brief,
2. Client Letter,
3. Sales Proposal

• And, when you click on the first option, Account Brief, it would read as “Successfully created custom button Account_brief on account object,” . Similarly, if you want to add a button for the Client Letter or Sales Proposal, just click on them, and it will create the button for you. Thus, you can create pre-built documents easily. 

Note: To add the newly created button to the page, click on ‘Go to page Layouts’. The steps to adding a button are similar to that of creating Custom solutions and are mentioned in the subsequent sections.

Creating your own template with Document Automation Wizard

• Click on “Launch Wizard” to create a button for your own personalized templates for document generation.

• Now, you will see a screen like the one below. Here, you need to add the Solution details which are the name of your custom button. 

• Here, we have named our button “Generate Document.” And “Account” as our Salesforce Object. Click on the “Create” button. 

• Completing this step will take you to the second step of the Document Setup, “Gather Data.”

Create New Query

• As you begin to create the query, a pop up window appears giving you a heads up on the document query functionality like below. Click ok to proceed.

• To create a new query, just click on the “Create New Query” button. Or, If you have existing queries, you can use the search option to find them.

• Clicking on the Create New Query button will take you to the Query Builder page from where you can add the details of your query. Add the Query Name and description.

• Now, select your required fields from the Primary object dropdown(Account in this example) by clicking on the arrow. and hit the Next button below. You can further select the required parameters as you need.

• Here, you can also Apply a filter, Select an operator, and filter value as shown in the figure given below.

• You can create custom queries and test them by entering the values in the pv0. Pv1. etc fields and clicking on Preview. 

• Now, save the query you just added. See the figure given below for reference.

• Now, you will see that your Query has been created. You will see the query details as shown in the figure given below. 

• Now, Go back to the Gather Data tab and type the name of the newly created query in the search box. Your new query will appear just below the search option as shown below.

Adding SOQL queries

• Now, the query you just created will reflect under SOQL queries. Select the query. You may add Alias if you like. Then, click the Next button.

Uploading Templates

• Up next, we will be on the templates uploading page. Adjust the toggle button to choose if you need to create any template or not. If you already have a template, choose your desired file and move to Next. 

• And if you want to create a template, turn off the toggle button and click on Merge Field as shown below

• Here, choose the fields you want to be inserted in the template from the dropdown. Likewise, you can insert related list as well. Now click on Copy To Clipboard. Click on Next to Continue.

Adding Templates

• Now, you are at Step 3 of the Document Setup sequence. 

• Here, you will see two options; Create New Document Template and Create New Document Email Template, and related search buttons by which you can use the existing email and doc templates that you created. 

Create New Document Template

• Once you click on the “Create New Document Template” button, you will see a screen as shown below. 

• Now, just add the required fields like Name and upload your file. Now, you should see the “Merge Field Helper” button which will allow you to merge fields. Next, we will hit the Save button. 
• After this step, you will see that your template has been created.

Create New Document Email Template

• To create a new document email template, just click on the Create new document email template button as shown in the left section of your screen.

• Then, add the name that you want to give to your template and add a sample record. After this, click on the Next button. 

• Here in the email template editor section, add fields from the Insert Field or Insert Related List options as shown in below Images.

• Once you do this, hit the Save button. 

• Your Document Email Template has been successfully created and would reflect on the Add Template page. Now, click on the Next button. 

Assign Behaviors

In this section, you can choose to assign behaviors as per your need and preference.

Background Mode

• Here, you will see the Background Mode option that will allow you to bypass the composer window and jump straight to document creation. 

• You can turn the Background Mode On by clicking on the toggle button next to it. And then click on Save. See the figure given below for reference.

• If you want to redirect the URL in the background mode, turn on the toggle button as shown below

Query Parameter

• With this setting, you can add parameters in the solution. Click on Add Parameter

• A screen will open where you will need to add the parameter name and Value. You may add as many fields as possible by clicking on the + button. Click save

Generated File

• With the Generated File button, You can enable converting your document into a PDF each time on its own. Turn the toggle on. Click Save. 
• Next, you can also add customized filenames to the document you are creating. The filename should be in the format {!ObjectAPiName.Field Name}

Other Parameter

• If you are looking to add other parameters, you can use this setting to add other parameters to your document solution.

• Here add parameters and add rows if you need more. Click Save

• You can also enable Activity Logging to log an event, a task, or an email you sent on the record you launched that was created with Composer. Turn on the toggle and click Save. 

Email

• Now on the Email button, fill in the recipient details such as the email addresses,and subject to generate the desired merge output and attach it directly to an outbound email message or Document Email Template. Hit the Save button now. 

Sign Parameter

• With the Sign parameter, you can send your document for collecting e-signatures. You can add standard recipients from the CRM or add custom recipients as per your needs. Then Click Save.

• After you have added the settings as per your requirements, click on Next.

Add Button to Page Layout

• This should now take you to the final step, which is Add Button to Page Layout. Now, move as directed and click on the Go to Page Layouts button. 

• Now, a different tab will show you the “Page Layouts.” Here, click on the Account Layout that you just created.

• It will now take you to the Account Layout page, as shown below. Here, click on the Mobile & Lightning Actions button, and find the button you just created.

• After that, you need to just drag and drop that button beside “Post” in Salesforce Mobile and Lightning Experiences Actions. 

• Now, Hit the Save button.

• You will now see that the button is added to the “Page Layouts” section.
• Now, You will be redirected back to the Accounts page. From that page, Go to the app Launcher and type Accounts in the search box.

• Here, open the account that you want to create documents for. 

• After opening the account, click on Generate Document.

• At this step, you should be on the Composer Page. Here You will see the template that you created. Hit the Merge Document button to download the document.
• The document will be in the same format as the template as we have selected the “Same as Template” option.

• Now, if you wish to download the document in PDF format, select the PDF option in Format. 

• Hit the Merge Document button to download your PDF document.

• Your PDF document is now ready to be downloaded