Learn how to generate DOCX document templates from the LWC/SDK.
- In the opportunity record, you can see that we have a Templates to Generate and Generated Documents LWC in our app, under the Opportunity record, where you can now generate a DOCX or PPTX template.
- Click Select Templates.
- Choose the template you want to generate, then click Generate. Then, close the window.
- You can now see the template you selected under the generated documents LWC.
- To pre-load your templates into the LWC, click the settings icon, then click Edit Page.
- Click on the LWC, then a right sidebar menu will open where you can add templates.You can also edit the Generated Documents LWC here, too.