Using the Live Editor

Overview

Docomotion’s Live Editor is designed for crucial last-minute adjustments, allowing users to modify generated output in real-time before it is finalized or sent to the customer. This tool enables you to fine-tune the document content without altering the original master Form template.

It is ideal for making small, specific changes—such as adding a personal opening sentence or updating a specific data point—to ensure the document fits the immediate need perfectly.

Prerequisites

To utilize the Live Editor, ensure your user profile meets the following criteria:

  • Tier Level: You must be a “Gold” tier user or above.

  • Access: You must have access to the Documents Object.

  • Permissions: You must possess the appropriate Salesforce permissions. Please refer to our administrative guides for details:

Accessing the Live Editor

  1. Navigate to the Generation page in Salesforce.

  2. In the “Generate Document” section, click Live Editor.

  3. The selected output will load in the workspace.

    • Visual Guide: The workspace displays the document layout. Black horizontal lines indicate page breaks.

    • Locked Sections: Note that some sections may be locked by the Form Designer; these cannot be deleted, moved, or edited.

    • Headers & Footers: These are displayed in the editor for context but are read-only and cannot be modified.

Editing Features & Capabilities

The toolbar provides standard text and layout formatting tools. Hover over any button to see a tooltip describing its functionality. Beyond basic text edits, the editor handles complex assets intelligently.

1. Managing Images (Version 23 Enhanced)

You can add images manually from your local drive or Google Drive. However, the editor is also optimized for Salesforce-native images:

  • Related List Images: If your template is designed to pull images from Salesforce Files via Related Lists, they will appear immediately in the editor initialization. You can see and verify them instantly inside the workspace without waiting for the final generation process.

2. Handling Additional Documents

If your generation process includes attaching external files (such as static PDFs or Word docs):

  • These files will not appear inside the editing window to keep the view uncluttered.

  • Automatic Processing: Once you click “Generate,” the system runs a background (asynchronous) job to retrieve these files and package them into the final output automatically.

Component When It Becomes Available in Live Editor How It Is Delivered
Related List Images
Immediately
Shown inside the Live Editor
Additional Documents
Only after async generation completes
Added to the final generated output

Specific Output Scenarios

Scenario A: Using Live Editor with Email

When Email is selected as the Output Channel (specifically for the Mail Body output format), the Live Editor is embedded directly within the Send an Email page. This allows you to finalize the message and configure mailing details in a single view.

  • Editing Text: You can modify the email body content directly using the editor.

  • Sender: The sender is pre-defined in the generation settings, or you may select any address from Salesforce’s Organization-Wide Email Addresses list.

  • Recipients: Choose your primary recipient and manage CC and BCC fields.

  • Attachments: Manage and verify file attachments before sending.

  • Activity History: Use the Related to field to specify where the email activity history should be saved within Salesforce.

Scenario B: Live Editor with Interactive Fields

For templates that require structured data entry rather than free-text editing, the Live Editor supports Interactive Forms.

  • How it Works: These forms are linked directly to an Applicative Form. By selecting the linked form, users can make last-minute changes strictly within the defined form fields. These changes are captured and reflected in the final output.

  • Configuration: This functionality must be explicitly enabled by a Designer or Administrator. (See: ‘Enabling Live Editor with Interactive Fields’).

Saving and Generating Output

The Live Editor uses a versioning system to distinguish between drafts and finalized documents.

Action Resulting Version Description
Save Draft
Minor Version
Saves your current edits without finalizing. You can resume editing later by selecting the draft from the ‘Minor’ dropdown list in the bottom panel.
Generate
Major Version
Finalizes the document, triggers any background file attachments, and produces the final output (PDF/HTML, etc.) to your chosen channel.

Additional Controls:

  • Reload: Refreshes the editor (useful if you have updated data in Salesforce and want to pull it in).

  • Preview / Close: Available based on your specific system configuration.

  • Notice: Footer and header are displayed in the Live Editor. However, they cannot be edited.
  • Notice: Some Sections of the Form may be locked by the Form Designer, preventing deletion, movement, or editing in the Editor.