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  • Step To Generate Document

    Uploaded by

    Ankit Choudhary
    19 views4 pages
    This 6-step process describes how to generate and preview a discount form document from an opportunities record page. The steps are to open the opportunities record, click generate documents, select the discount form, preview it, run the doc-gen package to process it, and then download the resulting PDF file. The document can then be rerun or modified as needed.

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    Step to generate document

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    This 6-step process describes how to generate and preview a discount form document from an opportunities record page. The steps are to open the opportunities record, click generate documents, select the discount form, preview it, run the doc-gen package to process it, and then download the resulting PDF file. The document can then be rerun or modified as needed.

    Copyright:

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

    Step To Generate Document

    Uploaded by

    Ankit Choudhary
    This 6-step process describes how to generate and preview a discount form document from an opportunities record page. The steps are to open the opportunities record, click generate documents, select the discount form, preview it, run the doc-gen package to process it, and then download the resulting PDF file. The document can then be rerun or modified as needed.

    Copyright:

    © All Rights Reserved
    Download as 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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