Shortcut Buttons for Templates
Simplify working with PDF templates using straightforward Shortcut Buttons for your most frequent Salesforce organization actions. Create buttons for one-click signature requests, template editing and document generating directly from an object record page.
To add a shortcut button to your record page follow th einstructions below.
- In the Templates tab, choose the template for which you’d like to create a shortcut button and click Create shortcut button.
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- In the next window, specify your Shortcut Button name and assign the desired function to it, such as:
- send templates out for signing
- edit documents generated from templates
- fill templates and attach documents generated from templates to records.
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Updated over 5 years ago