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

Published on February 10, 2026 DRTE

Generate DRTE Documents with a Button Click Instead of a Tab

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

Short answer: Yes. This can be implemented custom, because the DRTE managed package exposes several Flow actions.

Available DRTE 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

Where to find them: these actions are provided by the DRTE managed package, so you can use them in Salesforce Flows to trigger document generation from a button instead of a tab.

Knowledge Article Number: KA-00095