• To use Salesforce Files instead of Attachments, go Setup > Custom Settings > RS Documents Settings > Manage > Edit > Check ‘Use Files’ checkbox and click Save.
  • You can then remove Notes & Attachments related list from your object page layout and then add the “Files” related list. If you prefer to keep both related lists on your page layout, you will be able to see the generated document from either related list but there really is only the only generated document in file format.

NOTE: If you would like to generate “Documents” instead of Attachments or files, please see this article:…nerated-document/.