...
The attribute “Only Server Side Callouts” exists only this settings entry. If checked, IdealDoc will route all request for document creation and document status queries through the Salesforce server. This might be needed for environments where client side calls to the IdealDoc endpoint are not permitted by security restrictions.
Once you are ready to use IdealDoc in production, please contact us through our website: https://www.idealteam.group/en/products/idealdoc
We will send you a production ready token which you can enter as a new setting:
...
Create an Example Template
...
Add the Lightning Action to the Record Page
As part of the IdealDoc package, there is an example Account action called “CreateIdealDocExample_noattach_docx_single_account_trial” which calls the “IdealDoc Generic Action Screen Flow”.
...
To the test the creation of an IdealDoc document from an Account record this action can be added to the Account lightning record page. If dynamic actions are not enable the example action needs to be added to the “legacy” account layout.
...
Once the action is added to the record page, the “Create IdealDoc (Example)” action button becomes visible on the Account record page:
...
When clicking the “Next” button, the Account overview document will be generated depending on your selection either as Word or as PDF and either download or attached to the Account record as Salesforce file.
That was a quick intro to get you started. To learn more how to create your own IdealDoc templates have a look at the further documentation.