Button examples

On this page you find some examples of DocuFlow buttons and an explanation of what the button does.

	Name: Letter Object Type: Account Document Profile: Letter Template: {EMPTY} This button is available on the Account detail page in Salesforce and the name of the button is Letter. The template selection is empty and only templates that are connected to the document profile Letter can be selected.
	Name: Account documents Object Type: Account Template Categories: AccountDocuments This button is available on the Account detail page in Salesforce and the name of the button is Account documents. All templates (and document profiles) that are linked to the Template Category AccountDocuments can be selected.
	Name: Quote Object Type: Opportunity Document Profile: Quote Template: QuoteSilently This button is available on the Opportunity detail page in Salesforce and the name of the button is Quote. The selected template (QuoteSilently) and the selected document profile (Quote) can’t be changed.
	Name: Mailings Object Type: Contact Document Profile: ContactMailings Template: {EMPTY} This button is available on the Contact detail page in Salesforce and the name of the button is Mailings. The template selection is empty and only templates that are connected to the Template Category ContactMailings can be selected.