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Info

This page describes the details of DocuFlow buttons and where to find them.Example

In this example we have a button called Letter. The button is available on the Account Page and calls the template ENLetter combined with the document profile Letter:

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Name

The name of the button on the record detail page:

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Object Type

The name of the Object in Salesforce:

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Document Profile

The Link Id of the Document Profile:

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Template

The Link code of the template:

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Template Categories

The Link Id of the document category:

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