1. To initiate document generation you need to create a button or link that you can add to the layout of the object you will be sending a document from.
  2. Open Document Action that you just created and copy the Button/Link Code generated to clipboard. If you are using Lightning Experience, see this Setup LEX article instead for more detail.
  3. Standard Object. To create the Button or Link on a standard object you need to select: Setup (1) ->Customize (2)->”Specific Object”(3)->Buttons, Links, and Actions(4) ->New Button or Link (5).
    ButtonLink
  4. Custom Object. To create the Button or Link on a Custom object you need to select: Setup (1) ->Create (2)->Objects (3)->”Select specific object” ->Buttons, Links and Actions (4).
    CustomObject-Button
  5. To learn more on how to create a button or link check out this Salesforce Help article.
  6. In the Button/Link creation menu:
    1. Enter the label of your button or link (e.g. Generate Quote).
    2. Choose whether it will be button or link.
    3. Select behavior “Display in Existing Window with Sidebar”.
    4. Leave the Content Source as “URL”, and copy and paste into the Editor box the value from the Button/Link code field that you saved to clipboard from previous steps.
    5. Click “Save”.
  7. Add the button or link to the page layout.
    1. Go to Setup -> Customize -> Select Object ->Page Layouts -> Select the layout you want to add the Button or Link to and click “Edit”.
    2. Select “Button” or “Custom Links” in the menu.
      Screen Shot 2015-03-22 at 3.58.40 PM
    3. Find newly created button or link.
    4. Drag your button to the Custom Buttons area or if it’s link into Custom Links area.
    5. Click “Save”.
    6. NOTE: If using Lightning Experience, you will need to go to “Salesforce 1 & Lightning Actions” related list when modifying your page layout and also drag the action button onto layout from there if you would like it visible next to drop down of standard buttons.
  8. Now you are ready to use the App!
  9. Open a record that you want to send test from and click the button.
  10. Button will redirect you to the page with the Status information of your Document Generation process.
  11. If you set to email with preview in the Document Action, you will be shown a preview of the email with attached document.
  12. Click “Send Email” and the Document will be sent to the recipients specified in the Document Action.
  13. Generated Document will be attached to Salesforce record under “Notes & Attachments” section and the link to Google Doc will be populated in the field specified in the Document Action.
    1. Optional Feature: You can also modify your custom settings to generate a File instead of Notes & Attachments or create a Document.
  14. The Document will also be available in the Google Drive folder you specified in the Document Action (Optional Feature: You can also check the box in document action to “delete google doc after merge” if you would like the copy to be deleted from  your google drive after generation).
  15. Advanced Configuration: If interested in placing your custom button on a list view to mass generate documents from an object, see this article for more detail.
  16. Important: After you configured the button or link to generate your documents, remember every time you make changes to Document Action record, you have to copy the new Button/Link Code and update your button, link, or formula, as the changes will not be passed to your button, link, or formula automatically.