Scenario 1: Sending a document attachment from Salesforce in 3 easy steps using OneDoc!

Hello to all our viewers and welcome to BizTBaa! Thank you so much for tuning in today, I'm going to walk you through our document generation tool OneDoc, and showcase how you can select a template generate your document and send it to your customer to either review refer to approve and sign in just three steps, and we can cover this based on three commonly used case scenarios but today we'll cover just the first one and we'll shortly get into it. Before we start just know that OneDoc is available both in Salesforce and Microsoft dynamics and can be connected to any standard or custom object.

For this demo, I'm going to be working on the opportunity object, now coming to our scenario one - imagine you have to send a document to your customer and it's just for the review or the reference, you don't really require any signature on it or typically no interaction is required; all you need to do is send it as an attachment via email. It could be as simple as sending an HR policy, sending a product list, or in this case sending our business profile. Let's get into it so I've hopped into the OneDoc home screen and we'll jump right into the opportunities since that's the object we're working on today. I also have a opportunity created for the purpose of this demo, in this scenario we're not going to involve any workflow or actions but I'll be able to cover that in the next video. So all we want to do is generate a document so we'll hover to the right on the top and click on OneDoc as you see here the company profile is already pre-selected for me automatically but should you have multiple templates associated to the opportunity record it will be displayed here, it really depends on your business and your admin should be able to layout the permissions to hide or show a particular template based on your business requirement. There's also three tabs you see here the new the generated and the sent the new is obviously for the document that you're going to be newly generating, in case you generated any document prior to this it's going to show up here so you don't have to generate the same document over and over again. Just in case you already have it here and for the documents that you've already sent you're going to be able to see that here. Now let's move back to new now since I have my company profile already selected I'll go ahead and preview that now.

On the preview screen you see certain functionalities available to you - you have the in build page zoom in and zoom out which you can use according to your needs you also have a search functionality where you're able to search for a particular word or page in your document, you're also able to jump to a particular page to review it directly as well, we also provide the print and download functions for you to look at once you think your document is good to go.

Go ahead and press email, so we already have email configured templates since this is the company profile I'd go ahead and select that you'll see it automatically populates here. You could go ahead and search for any user or contact in your organization that you're looking to send this email, for the purpose of this demo I'm just going to input my email address so I'm able to show you how that looks. You could also copy your co-workers, your managers, colleagues, or anybody outside of the business, you can edit the subject as well the email body it's made of rich text... so I'll just go ahead and punch in my name here and we'll assume that it's joe sending this email to me, on the lower end here you're able to also see the file name of the document that you are sending to your customer, now once you think everything is okay, go ahead and click on send there your document has been sent successfully. Now I'm going to show you how that looks onto my email, I pulled up my email real quick I'm able to see that and the company profile as well here and that's about it you're able to send your document to your customer seamlessly so I just brought you back to the OneDoc screen to show you that you're also able to find the same attachment on the sent section like we discussed before and view it here or you could also go back to your opportunity page and scroll down to notes and attachments or files to find there this really depends on how your administrator has defined the location for the output document you're choosing. I hope you saw how easy that was! Tune into our next video for our second scenario where I'll show you how to generate a document for an in-person sign. Please don't forget to like, subscribe or comment and reach out to us. Thank you so much for watching and see you then!