How to Edit and Download Merged Documents in Salesforce
Category :
Document Generation
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Built to simplify document workflows while enhancing productivity inside Salesforce.
Explore Now!Last-minute document editing is a common challenge many Salesforce users face during customer interactions. Most tools used for document generation do not provide quick editing options when changes are needed urgently. A reliable Salesforce document solution – Docs Made Easy makes this process simple. Here are the steps to quickly merge, edit, and download your documents without delays.
Step 1: Log in to Salesforce.
Step 2: Open Docs Made Easy from the App launcher.
Step 3: Click on Document setup. Then click Launch wizard.
Step 4: In the Add details tab, add the button name and select the Salesforce object. Followed by clicking on the Create button.
Step 5: Click on Next.
Step 6: Click on Create New Document Template.
Step 7: Enter the Template Name, upload the Template file, and click Save.
Step 8: Click on Next.
Step 9: Click on Next.
Step 10: Click on Go to Page Layouts.
Step 11: Here, click on Account Layout.
Step 12: From Mobile & Lightning Actions, drag and drop the Template merge and Editor button in Salesforce Mobile and Lightning Experience Actions.
Click on the Quick Save button.
Step 13: Go to Account Record and click on the button (Template merge and Editor).
Step 14: Click the dropdown arrow next to the Download (Template) button.
From the available options, select Merge and Edit.
Step 15: Click on Merge and Edit (Editor).
Step 16: Now, the system will start generating the document.
Step 17: The system will merge the template with the selected record data and open it in the document editor for further editing.
Step 18: Edit or update the content in the document as required.
Step 19: After completing the changes, click on the Download button available in the editor.
Step 20: The system will download the edited document to your device.
Conclusion
By following these steps, handling document generation becomes much easier, even when last-minute edits are required. So now you don’t need to edit the document anywhere else; in the same Salesforce document solution, you can create, share, and edit any Salesforce document at any time. This helps teams work faster, reduce confusion, and confidently manage documents.
