Installation and Configuration

1. Install the Managed Package

Use the installation URL provided for "All Users" and complete the installation process.

Installation URL and package details

2. Verify the License is Active

Navigate to Setup and confirm the license status. Ensure all users have appropriate access.

License verification in Setup

3. Configure Custom Settings

Go to Setup > Custom Settings > PDF Elements > Manage and click New to create the Default Organization Level Value.

4. Set Required Custom Setting Values

Enter the following values in the corresponding fields:

Save your changes.

Custom settings configuration form

Completed custom settings values

5. Open Any Object Record Page

Navigate to the record where you want to add the PDF Generator.

6. Access Lightning App Builder

Find the Lightning PDF Generator component in the App Builder Sidebar. It appears under Custom Managed Components.

Lightning PDF Generator in Custom Managed Components section

7. Add Component to Page

Drag and drop the Lightning PDF Generator component to your desired location on the record page.

8. Configure Component Settings

Apply the appropriate design attributes. See the Design Attributes and Configuration section below for detailed settings.

9. Save and Publish

Click Save to apply your changes and publish the page.

What you want to download? (Required)

Options:
Window, Full Page, Component, or CSS Selector

Default:
Window

Description:
Select the content to download as a PDF.

Component Display Index (Required if "Component" is selected)

Specify which component on the page to download.

Component Display Index configuration example

CSS Selector (Required if "CSS Selector" is selected)

Provide the CSS selector of the specific content to download.

CSS Selector configuration example

File Name (Required)

Default:
page.pdf

Description:
Enter the desired name for your downloaded PDF file.

Label of Button

Default:
Generate PDF

Description:
Customize the text displayed on the PDF generation button.

1. Navigate to Object Manager

Go to Setup > Object Manager > Email Message.

2. Create a New Action

Follow these steps in order:

1. Click Buttons, Links and Actions > New Action
2. Name the action (e.g., "Download Email as PDF")
3. Select Lightning Component
4. Choose CL_EmailMessageAsPDF from available components
5. Click Save

Creating a new Lightning Component action for email PDF download

3. Add Button to Page Layout

Add the newly created button to the relevant page layout and save your page layout changes.

Adding the button to the Email Message page layout

4. Test the Functionality

Navigate to an email message and verify the "Download Email as PDF" button appears and functions correctly.

You now have the Lightning PDF Generator fully installed and configured. Users can generate PDFs from any record page using the customizable component, and email threads can be downloaded as PDFs through the dedicated action button.