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            Manage Custom Fonts

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            1. Salesforce Help
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            3. Salesforce Document Generation

            Manage Custom Fonts

            Align your documents with your organization’s branding by using custom fonts to maintain a consistent appearance across your generated documents. Upload, organize, and sync fonts in the custom font library across Hyperforce servers to make sure they’re available during document generation.

            • Guidelines for Using Custom Fonts
              Follow these guidelines when working with custom fonts.
            • Create a Custom Font Library
              Set up a custom font library to store and organize your organization’s branding fonts. Use the library to upload and manage fonts that you need for your documents.
            • Add Custom Fonts to the Library
              Upload supported custom font files to the library for use in document generation. The library accepts font files with extensions such as .ttf and .otf.
            • Sync Custom Fonts Across Orgs
              Sync custom fonts across Hyperforce servers to make them available for document generation. Hyperforce uses a distributed cloud architecture to handle tasks such as document generation, ensuring high-performance, scalability, and system reliability.

            Guidelines for Using Custom Fonts

            Follow these guidelines when working with custom fonts.

            • You can download extended font files from Salesforce Industries Process Library.
            • Document Generation 2.0 doesn't offer the default Microsoft fonts. To use Microsoft fonts, download these fonts, upload them to the custom fonts library, and sync to make them available for document generation.
            • Make sure not to use the same custom font with different file extensions, like OTF and TTF, in the Docgen Custom Fonts Library, as this can cause problems during document generation.
            • Use a unique name for each font file, including all folders in the custom Fonts Library. If duplicate file names are uploaded, only one file will be available for synchronization to the servers.
            • The custom fonts library supports up to three levels of subfolders, but the folder structure isn't maintained on the server during sync.
            • By default, the individual file size limit is 5 MB and font library size is 50 MB. To increase these limits, contact your Salesforce representative. The total size of the Docgen Custom Fonts Library must not exceed 100 MB.

            Create a Custom Font Library

            Set up a custom font library to store and organize your organization’s branding fonts. Use the library to upload and manage fonts that you need for your documents.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To create a custom fonts library and manage members: System Admin
            1. From the App Launcher, find and select Files.
            2. Click Libraries, and then click New Library.
            3. Enter the name as Docgen Custom Fonts Library.
            4. Save your changes.
            5. Open Docgen Custom Fonts Library, and click Manage Members.
            6. From the Add Members dropdown, select People.
            7. Enter Platform Integration User in the search and set the access level to Viewer.
            8. Click Add.
            9. From Setup, enter Salesforce Files in the Quick Find box, and then select General Settings.
            10. Select Libraries in Salesforce Files, if this option is available.
              If this option isn’t available in your org, skip this step.
            11. Save your changes.

            Add Custom Fonts to the Library

            Upload supported custom font files to the library for use in document generation. The library accepts font files with extensions such as .ttf and .otf.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To add custom fonts to the library: System Admin
            1. From the App Launcher, find and select Files.
            2. Click Libraries and select Docgen Custom Fonts Library.
            3. Click Add Files.
            4. Select Upload Files and choose your custom font files (.ttf, .otf).
            5. Click Add.

            Sync Custom Fonts Across Orgs

            Sync custom fonts across Hyperforce servers to make them available for document generation. Hyperforce uses a distributed cloud architecture to handle tasks such as document generation, ensuring high-performance, scalability, and system reliability.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To sync custom fonts: System Admin

            Prerequisites: Make sure that each custom font file and the total size of the Docgen Custom Fonts Library are within the defined size limits. By default, the individual file size limit is 5 MB, and the total library size is 50 MB. To increase either the individual file size limit or the library size, contact your Salesforce representative. The maximum total size for the Docgen Custom Fonts Library is 100 MB.

            1. In Setup, find and select Custom Fonts Configuration.
            2. To sync all font updates, additions, or deletions and ensure they're available for document generation, click Sync Fonts.
              Whenever you add or delete custom fonts from the Docgen Custom Fonts Library, make sure you sync fonts. To make sure all fonts are fully synced before you generate a document, wait for the Sync Fonts button to become available again. If the custom fonts aren’t applied in the generated document or an error occurs, sync the fonts again to resolve the issue.
             
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