This lesson will cover the following topics:

01 Getting Started

This tutorial covers how to generate documents from a list view. You must have the FT Generate Document Button in your My Opportunities list view to do so.

02 Add FT Generate Documents Lightning Button

1. Navigate to the Object Manager and select Opportunities.

2. Click the List View Button Layout.

3. Click the dropdown arrow and select Edit.

Screenshot of the opportunity object manager screen

4. Add the FT Generate Documents Lightning Button to the selected button column and click Save.

Screenshot of the List View Button Layout settings

03 Opportunity List

1. Navigate to the opportunity list view and select the opportunities for which you want to generate documents.

2. Click the FT Generate Documents Lightning button.

Screenshot of the opportunities in List View

3. A list of available documents you can generate for your opportunities is displayed. Select one or more projects and select the applicable bulk actions.

Screenshot of the Generate Multiple PDF document generation screen

04 Got Feedback?

Additional Resources