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:
Name | The name of the button on the record detail page:  |
|---|---|
Object Type | The name of the Object in Salesforce:  |
Document Profile | The Link Id of the Document Profile:  |
Template | The Link code of the template:  |
Template Categories | The Link Id of the document category:  |