Can I generate documents via button click instead of a tab?

Published on February 10, 2026 DRTE

Question: Can I generate documents via button click instead of a tab?

Answer: Yes. This can be implemented custom using the DRTE managed package exposes several flow actions:

• Build Document and Return Preview Id
• Generate Document Directly on Server
• Upload Signed Document from E-Signature Log
• Build Document and return html string

Knowledge Article Number: KA-00095