Generating a document

To generate a document, by default, you must go to the desired record page and click the Generate Document button.

When you click the Generate Document button the system will behave one way or another depending on the scenario:

Only one template available

If there is only one template available for that object type, for instance Account, then it will automatically generate the document and attach it to the current record.

Multiple Templates available

In case there is more than one template available it will show a screen to select the desired template. Additionally, you can set a custom filename if you select the Override File Name checkbox.

No template available

The system will show a message explaining that there is no available template to chose.