Delivery Options

Specifies that the user has the option to store documents.

Specifies that output files should be automatically sent without a preview of the PDF output.

Specify the order in which your delivery options appear on the run DocGen Package page by putting a number in this field. The app displays delivery options in numerical order. If no number is specified, the app sorts delivery options alphabetically ahead of any other delivery option with a specified order number.

• PDF specifies output of all your templates in a single PDF file.

• Originals specifies output of individual files in the same format as the template.

• Separate PDFs specifies output of a single PDF file for each template, regardless of format.

• PDF and Originals specifies output of all your templates in a single PDF file and individual files in the same format as the template.

Specifies the name of the DocGen Package to which this delivery belongs, This field is required and only editable for new delivery options.

• None specifies no storage of output documents.

• Allow specifies that the user has the option to store documents.

• Require specifies that the output files will automatically be attached to a storage solution.

Specify pop up text for the delivery option by hovering over the orange question mark on the run DocGen Package page.

• Mass Only specifies that this delivery option can be run by a user from a list view of records.

• Non-Mass Only specifies that this delivery option can only be run by a user from a single record.

• Hidden specifies that this delivery option cannot be run from a list view or a single record.

Specifies the name of the delivery option. The user generating documents will see this name in the delivery option section of the generate documents page.

Specifies text to display if there is a preview step during document generation.

Specifies that the output files will automatically be attached to a storage solution.

Specifies the storage option. In the DocGen Package Wizard, Document Storage must be set to Allowor Require. On the delivery option edit page, select Allow Document Storage or Require Document Storage.

List of Store As options

• Attachment specifies that output files will be attached to the Notes and Attachments related list of the record from which the DocGen Package was deployed.

  Note: If you enabled the organization-wide Attachment Settings for Salesforce Files, the app stores a copy of the output file to Files. For more information, see Store attachments on Salesforce Files.

• Box specifies that output files will be stored to your Box account.

  Note: Requires Box integration. For more information, see Box.

• Content specifies output files will be stored to a folder specified the DocGen Admin.

  Note: Requires Content enabled for your Salesforce organization.

• Content - User Selected specifies output files will be stored to a folder specified the user during document generation.

  Note: Requires Content enabled for your Salesforce organization.

• FTP specifies that output files will be sent to an FTP folder.

  Note: You must have FTP credentials.

• Office 365 specifies that output files will be sent to document libraries on SharePoint.

  Note: Requires Office 365 integration. For more information, see Office 365 integration and management.

Specifies that the Track Changes feature in the Microsoft Word documents should be turned on.

Note: Turn Tracking Onrequires a Document Output Type set to Originals and Microsoft Word documents.