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  • Step To Generate Document

    Uploaded by

    Ankit Choudhary
    18 views4 pages
    The document provides steps to generate and download a discount form from an opportunities record in 6 steps: click more and generate documents, select the discount form, preview it, run the doc-gen package to process it, and then download the discount form PDF. The process allows starting over or modifying and re-running the doc-gen package to generate documents according to requirements.

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    Step to generate document

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    The document provides steps to generate and download a discount form from an opportunities record in 6 steps: click more and generate documents, select the discount form, preview it, run the doc-gen package to process it, and then download the discount form PDF. The process allows starting over or modifying and re-running the doc-gen package to generate documents according to requirements.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    18 views4 pages

    Step To Generate Document

    Uploaded by

    Ankit Choudhary
    The document provides steps to generate and download a discount form from an opportunities record in 6 steps: click more and generate documents, select the discount form, preview it, run the doc-gen package to process it, and then download the discount form PDF. The process allows starting over or modifying and re-running the doc-gen package to generate documents according to requirements.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 4

    Step 1: Open Opportunities Record Page

    Step 2: Click on More button and then click on generate


    documents

    Step 3: This form will appear. Now click on Discount


    Form.
    Step 4: To preview discount form click on Preview
    Discount Form under delivery option.
    Step 5: After clicking on Preview
    Discount Form Button click on Run
    DocGen Package.

    System will send the request and will process the


    documents
    Step 6: To download the pdf file click
    on Discount Form.pdf button.
    According to the requirements you
    can also start over, modify the run
    and you can re-run the doc-gen
    package.

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