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          Associate a Transform Plug-In with a Document Template

          Associate a Transform Plug-In with a Document Template

          Configure a document template to use a custom Apex transform plug-in during document generation. Document generation calls the transform plug-in automatically at run time.

          Required Editions

          Available in: Lightning Experience
          Available in: Professional, Enterprise, Unlimited, and Developer Editions
          User Permissions Needed
          To associate a transform plug-in with a template: DocGen Designer
          1. From the App Launcher, find and select Document Templates.
          2. Open the template that you want to apply the plug-in to.
          3. For the token mapping method, select Context Service.
          4. In Custom Class Name, enter the Apex class name in the document template record, or specify the class name by using the API.
          5. (Optional) Select a context filter.
          6. Save the template.
           
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          Salesforce Help | Article