Custom Email & Document Send

Published on February 10, 2026 DRTE

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.

Knowledge Article Number: KA-00115