{"id":583,"date":"2021-02-18T10:53:50","date_gmt":"2021-02-18T10:53:50","guid":{"rendered":"http:\/\/167.71.55.215\/?page_id=583"},"modified":"2022-08-12T13:08:21","modified_gmt":"2022-08-12T13:08:21","slug":"adding-documotor-salesforce-template-to-a-page","status":"publish","type":"page","link":"https:\/\/info.documotor.com\/?page_id=583","title":{"rendered":"Adding a template to a page"},"content":{"rendered":"\n

In the previous section, we explained how to bind a Salesforce query to a DocuMotor template. Let’s see how we can add it to a page and start using it.<\/p>\n\n\n\n

  1. Go to the Sales view.<\/li>
  2. Go to any record-based page, in our example we selected Account.<\/li>
  3. Click the top right corner wheel button and select Edit Page.<\/li><\/ol>\n\n\n\n

    The Page Editor will now open.<\/p>\n\n\n\n

    Placing the DocuMotor button<\/strong><\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n
    1. Locate the DocuMotor Button in the Components view to the left.<\/li>
    2. Drag-and-drop the button at any desired location.<\/li>
    3. Select the created template from the dropdown. <\/li>
    4. Decide whether to save the resulting document returned from DocuMotor to Notes & Attachments, as well as whether the resulting document should be downloaded after pressing the button or not.<\/li>
    5. The button configuration is finished. Click Save and Activate the page.<\/li><\/ol>\n\n\n\n

      You are now able to call the template with a Salesforce query by pressing the template button on any Account record page. <\/p>\n\n\n\n

      Next step is to configure the DocuMotor template. Check the guides for Word<\/a> or PowerPoint<\/a> – or the concepts and bindings<\/a>.<\/p>\n\n\n\n

      \n
      < Previous<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

      In the previous section, we explained how to bind a Salesforce query to a DocuMotor template. Let’s see how we can add it to a page and start using it. Go to the Sales view. Go to any record-based page, in our example we selected Account. Click the top right corner wheel button and select […]<\/p>\n","protected":false},"author":7,"featured_media":0,"parent":50,"menu_order":4,"comment_status":"closed","ping_status":"closed","template":"templates\/template-full-width.php","meta":[],"_links":{"self":[{"href":"https:\/\/info.documotor.com\/index.php?rest_route=\/wp\/v2\/pages\/583"}],"collection":[{"href":"https:\/\/info.documotor.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/info.documotor.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/info.documotor.com\/index.php?rest_route=\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/info.documotor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=583"}],"version-history":[{"count":27,"href":"https:\/\/info.documotor.com\/index.php?rest_route=\/wp\/v2\/pages\/583\/revisions"}],"predecessor-version":[{"id":3034,"href":"https:\/\/info.documotor.com\/index.php?rest_route=\/wp\/v2\/pages\/583\/revisions\/3034"}],"up":[{"embeddable":true,"href":"https:\/\/info.documotor.com\/index.php?rest_route=\/wp\/v2\/pages\/50"}],"wp:attachment":[{"href":"https:\/\/info.documotor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=583"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}