Video/Demo: How to Generate Documents in Salesforce.com Jeremy Clarke September 15, 2017 22:06 Follow Have more questions? Submit a request 4 Comments Anne Gallet September 07, 2016 15:27 It takes too long to get to the Salesforce aspect (over 5 minutes) and then barely brushes on how it works. More sales than functional "how to". Jeremy Clarke September 07, 2016 15:51 Hi Anne, Yes, this video is more of a quick sales demo than a how-to. Here are some blog posts that may go into more detail for you: https://www.webmerge.me/blog/send-a-letter-of-representation-from-salesforce https://www.webmerge.me/blog/automatically-generate-packing-slips-from-salesforce-opportunities Uma Shankar September 15, 2017 17:19 Hi Jeremy, Is there a way to preview document without actually downloading it? Thanks, Uma Jeremy Clarke September 15, 2017 17:48 Hi Uma, Yes, under your Mapping settings, there's a checkbox to "Allow Users to Preview Document". Please check that option. If you don't see the option, please update your package to our most recent version on the AppExchange. Thanks! Edited by Jeremy Clarke September 15, 2017 21:50 Please sign in to leave a comment.