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:

  1. Select the Object from which you want to generate the output.

2. Click Generate.

Mobile 1a

3. Select a Word template and click Next.

4. Select the Output Format (1) and the Output Channel (2) and click Next.

Mobile 3

5. If required select a recipient for the output, and click Generate.

Mobile 4

Known Limitation

Docomotion App does not support the following output channel when using Salesforce1:

  • Mail
  • Google Drive

Related Topics

GENERATE OUTPUT OVERVIEW

GENERATING OUTPUT THROUGH THE GENERATE DOCUMENT BUTTON

GENERATING OUTPUT – SELECT RECIPIENT

ADDING SALESFORCE DOCUMENTS/FILES TO GENERATED OUTPUT

ADDING AN OUTPUT GENERATION ACTIVITY 

LINK OUTPUT CHANNEL

HANDLING AND REVIEWING THE GENERATED OUTPUT

GENERATING MASS OUTPUT

GENERATING OUTPUT VIA MOBILE APP.

RENDER API – SILENT OUTPUT GENERATION

AUTOMATE OUTPUT GENERATION USING THE PROCESS BUILDER