Automatically Send the Document on Email

1. Step 1: Log In to Salesforce

1. Navigate to the Salesforce login page

2. Enter your Username and Password.

3. Click Log In (Submit).

Step 2: Open the Doc-Gen Application

1. Click the App Launcher (nine-dot icon in the top-left corner).

2. In the search bar, type Doc-Gen.

3. Select Doc-Gen from the results.

Step 3: Access Document Templates

Click Doc-Gen Solutions.

This will open the list of available document templates.

Step 4: Open the Desired Template

1. From the list, select the document template you want to configure.

Example: Welcome Letter

Step 5: Edit the Solution Record

1. Click Edit to modify the template settings.

Step 6: Set Output Type to Email

1. Locate the Output Type or Storage Type field.
2. Select:

Email

This configures the system to automatically send the generated document via email.

Step 7: Save the Configuration

1. Click Save to apply the changes.

Result

When this document template is used during document generation, the system will automatically send the generated document via email according to the configured email field.

2. # Test the Automated Document Generation and Email Delivery

Step 1: Open Setup

1. Click the Setup (⚙️ gear icon).

2. Select Setup.

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Step 2: Open Flow Configuration

1. In the Quick Find field, type Flows.

2. Click Flows.

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Prerequisite: Locate the Automation Flow and Activate the Flow

• From the list of available flows, locate the document automation flow.
• Example: Sample Document Generation Flow.
• Click the flow name to open it.
• Click Activate to enable the automation.
• This ensures the automated process will run when the configured conditions are met.

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Step 3: Navigate to the Relevant Application

1. Click App Launcher.

2. Search for the application where the record is managed.

3. For this example, select Sample Management Application.

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Step 4: Open a Record

1. Click the relevant object tab.
   Example: Records or Matters.

2. Select a sample record from the list.
   Example: Sample Matter Record.

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Step 5: Update the Record Status

1. Locate the Status field on the record.

2. Change the value to a status that triggers the automation.
   Example: Open.

3. Click Save.

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Step 6: Verify Email Information

1. Locate the Email field on the related record or contact.

2. Ensure a valid email address is entered.

3. Click Save if any changes were made.

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Step 7: Wait for the Automation to Run

1. After saving the record, the automation process will begin.

2. The system may wait for the configured delay.
   Example: Approximately 1 minute if a scheduled path is used.

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Step 8: Confirm Document Generation

1. Navigate to the Documents or Files section of the record.

2. Locate the generated document.
   Example: Sample Document.pdf.

3. This confirms the document was generated successfully by the automation.