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Create an Example Template
Copy & Paste When pushing the “Create an Example Template” button, a new IdealDoc Template records named “Example Account Overview Template” gets created together with a new IdealDoc Query record “Example Account Overview Query”. An example Word template file “account_overview_example_idealdoc_template.docx” is attached to the template record. The details of an IdealDoc template will be discussed in a later section. To get started its enough to understand that those records have been created.
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To create your first document you can copy (ctrl-C) the Id of an example Salesforce Account record and paster it into the example template record id field and click “try me”
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the “try me”button:
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In the generic IdealDoc generation dialog select the newly created “Example Account Overview Template” and press “Next”.
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If everything was setup correctly your first IdealDoc document should have been created and downloaded. Congrats!
The following section explains how to allow the creation of the example account overview document for all the users directly from the Account.