Custom Email & Document Send

Published on February 10, 2026 DRTE

Generate and Send Document with DRTE

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

At a glance: Part 1 is a one-time admin setup. Part 2 shows how users generate and send a document. Part 3 explains how the email is tracked.

Overview of the Generate and Send Document feature

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).

Select the object in Object Manager

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

New Action configured with the DRTE flow

• 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.

Edit Page option on the record

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

Setup complete: the Send Document button now appears in the Highlights Panel on the record page.

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.

Choose one or more DRTE Doc templates

Step 3: Choose Email Template

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

Select the email template

Step 4: Configure Recipient and Review

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

Select the recipient contact

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

Review the email before sending

Click Send Email.

Part 3: Tracking Activities

After sending, the system provides automatic tracking so 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.

Logged email in the Activity timeline

Activity details including the document link

Tip: If the Send Document button is missing, confirm the page was saved and activated and the action was added to the Highlights Panel.

Knowledge Article Number: KA-00115