This guide covers document settings in Gutenburg. Click here to change settings about how the document saves and which test record to use.

Click here to change settings about how the document saves and which test record to use.
Click here to change settings about how the document saves and which test record to use.

Controls and settings

  • Document NameSpecify the naming convention for the PDFs generated by this template. Static values or dynamic data fields can be used.
  • Save Document as FileSpecifies if the resulting PDF is saved as a Salesforce File or not.
  • Link File to Source RecordSpecifies if the resulting PDF is linked to the source record or not.
  • Enable Document EditingSpecifies if PDFs generated by this template are editable to the user or not.
  • Embed FontsThis accessibility feature embeds fonts directly into the PDF, making documents compatible with screen readers.
  • Specify Test RecordSupply a Salesforce record ID that determines which data to use in the real time preview, making template updates fast to test.