Add the Generate Document Component to a Record Page

Add the Generate Document Lightning Web Component to a Lightning record page to generate documents directly from the record.

Available in: Lightning Experience

Available in: Professional, Enterprise, Unlimited, and Developer Editions

User Permissions Needed
To add the Generate Document LWC:	DocGen User OR DocGen Designer

User Permissions Needed

To add the Generate Document LWC:

DocGen User

DocGen Designer

Before you begin:

For illustration purpose, we use Contract object.

From Setup, go to Object Manager and select the Contract object.
Open Lightning Record Pages.
Select an existing record page.
You can also create a page.
Click Edit.
In Lightning App Builder, locate Generate Document in the components list.
Drag the Generate Document component onto the page.
Configure required component properties.
Specify values such as Service Function, Context ID, Document Template ID, and Document Title. Component behavior depends on the configured properties.
Merge additional PDFs with the generated document.
1. Select Merge PDF as the Service Function.
2. Enter a comma-separated list of PDF file IDs in the PDF Document Identifiers List.
  The order of IDs determines the final document sequence.
Select Show Generate Button, and enter a label for the button.
Save and activate the page.
You can generate and attach documents directly from the record page.

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