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Setting up Enxoo Documents

Setting up Enxoo Documents

Owned by Maciej Simm (Unlicensed)
Last updated: Apr 08, 2021

The following page describes the setup of Enxoo Document Generator

Installation

Install Enxoo Document Generator (DocGen package) and provide it with configuration details (Custom Settings → DocToPDFSettings).

Ask your enxoo administrator for package installation link and configuration details to get the latest information. Alternatively, check Documents Generator documentation to get the information you need.

Quote Template Setup

Select into Document Generator App and import following template templateExport_Offer Form [ENXOO].export

It may be necessary to update the template to reflect the fields that exist in your org. Please refer to Documents Generator Documentation for more details about customizing the templates.

Setting up Remote Site

Go to Remote Site Settings in Setup.

Create a new record using the New Remote Site.

Set up the same Remote Site URL as you used in document generator settings service_url. Click Save.

Document Generation Quick Action

Navigate to object on which you want to generate documents using Object Manager in Setup.

In Buttons, Links and Actions click New Action.

Set up the following:

  • Action Type = Lightning Component

  • Lightning Component = enxoodocgen:GenerateDocumentComponent

  • Label = set up a label for a button that will be used to generate documents

  • Name = the same as a label, but with underscores instead of spaces

Add newly created action to page layout used for the object on which you will be generating documents:

Step 1. Go to the Page Layouts tab in Object Manager for your object.

Step 2. Click Page Layout Assignment to determine page layout that will be used.

Step 3. Edit page layout by clicking on it in the Page Layouts tab.

Step 4. Drag and drop created button from Mobile & Lightning Actions down onto your page layout. Click Save to confirm your choice.

User and Admin Permissions

Navigate to Permission Sets in Setup.

Select Document Generator Admin and assign it to all users that should have access to manage document templates.

Select Document Generator User and assign it to all users that should have access to generating documents.

After all these steps are done, users should be able to click the button that will navigate them to document generation component. It should be similar to what is shown in the image below:

Troubleshooting

Any problems with the document generation process should be discussed with Enxoo Administrator Documents Generator team.