Overview
Docomotion supports generating documents from Salesforce1 Mobile App.
To generate documents from a mobile device you need to add the button also to the Object layout in Salesforce1 (see Adding the Generate Documents Button to Salesforce1 (Mobile App)).
To generate output from a Mobile Device:
- Select the Object from which you want to generate the output.
2. Click Generate.
3. Select a Word template and click Next.
4. Select the Output Format (1) and the Output Channel (2) and click Next.
5. If required select a recipient for the output, and click Generate.
Known Limitation
Docomotion App does not support the following output channel when using Salesforce1:
- Google Drive
Related Topics
GENERATING OUTPUT THROUGH THE GENERATE DOCUMENT BUTTON
GENERATING OUTPUT – SELECT RECIPIENT
ADDING SALESFORCE DOCUMENTS/FILES TO GENERATED OUTPUT
ADDING AN OUTPUT GENERATION ACTIVITY
HANDLING AND REVIEWING THE GENERATED OUTPUT
GENERATING OUTPUT VIA MOBILE APP.