Custom Email & Document Send

This guide explains how to use the "Generate and Send Document" feature within the DRTE Extension package. This tool allows you to generate high-quality documents from your Salesforce records and email them immediately using predefined templates.

Part 1: Administrator Setup

Before users can send documents, an administrator must add the action to the record page.

1. Create the Action

• Go to Setup > Object Manager and select the desired Object (e.g., Package Documentation).

• Click on Buttons, Links, and Actions and select New Action.
• Action Type: Flow.
• Flow: Select Generate and Send using DRTE (provided by the managed package).

• Label: Send Document.
• Name: Send_Document.
• Click Save.

2. Add to Record Page

• Open a record of that object and click the Gear Icon > Edit Page.

• Select the Highlights Panel component.
• In the properties pane, click Add Action and search for your "Send Document" action.

Click Save and then Activate.

Part 2: How to Generate and Send a Document

Once the setup is complete, follow these steps to send a document to a contact.

Step 1: Launch the Action

Navigate to the record you wish to share and click the Send Document button in the top right highlights panel.

Step 2: Select Document Template

A modal window will appear. Select one or more DRTE Doc templates that you want to use to generate the content. Click Next.

Step 3: Choose Email Template

Next, select the Email Template that defines the body and layout of your outgoing message. Click Next.

Step 4: Configure Recipient and Review

• To: Search for and select the Contact who should receive the email.

• Review: The email body will automatically populate with record details and the generated document. You can modify the Subject or Body text here if needed.

Click Send Email.

Part 3: Tracking Activities

After sending, the system provides automatic tracking to ensure you have a record of the communication.

• Navigate to the Activity Tab on the record.
• You will see a logged email task (e.g., "Feature document for DRTE").
• This log includes the timestamp, recipient details, and a link to the document sent.