The output can be delivered through various formats and channels, each serving a distinct purpose:

  • PDF Format:
    The generated PDF can be delivered through various channels, each serving a distinct purpose:

    • Mail: The PDF is attached to an email. The Mail body is selected from available mail templates (refer to ‘Docomotion Email’).
    • Files: The PDF is included in the record files.
    • Download: The PDF is downloaded locally.
    • Document: The PDF is saved under the Org documents.
    • Notes and Attachments: The PDF is saved under the record ‘Notes and Attachments’.
    • Chatter File: The PDF is saved under the record chatter.

    HTML Format:
    The generated HTML file can be delivered through multiple channels:

    • Mail: The HTML file is attached to an email. The Mail body is selected from available email templates (refer to ‘Docomotion Email’).
    • Link: A link to an HTML Web view is added to an email.
    • Files: The HTML file is included in the record files.
    • Download: The HTML file is downloaded locally.
    • Document: The HTML file is saved under the Org documents.
    • Notes and Attachments: The HTML file is saved under the record ‘Notes and Attachments’.
    • Chatter File: The HTML file is saved under the record chatter.

    Word Format:
    The generated Word file can be delivered through multiple channels:

    • Mail: The Word file is attached to an email. The Mail body is selected from available mail templates (refer to ‘Docomotion Email’).
    • Files: The Word file is included in the record files.
    • Download: The Word file is downloaded locally.
    • Document: The Word file is saved under the Org documents.
    • Notes and Attachments: The Word file is saved under the record ‘Notes and Attachments’.
    • Chatter File: The Word file is saved under the record chatter.

    Mail Body Format:
    The output in Mail Body format can be delivered through multiple channels:

    • Mail: The output is generated as mail body content (automatically selected).
    • Document: The output as a  Mail content is saved under the Org documents.
    • Chatter File: The output as a Mail body is saved under the record chatter.

  • Notice: For Word and for Mail Body formats the option for 'Additional documents' is not available.