FT Generate Document Button (7 min)
01 Getting Started
This tutorial covers troubleshooting potential issues with the FT Generate Document Button.
02 Error Message
If you click the FT Generate Document button and the following error displays, there are several ways you can resolve this issue.
03 API Access
1. Navigate to the Document Generation Settings in your Salesforce dashboard.
2. Enable the Allow API Access toggle switch and click Apply.
When you click the FT Generate Document button, a list of documents should be displayed.
2. Enable the Allow API Access toggle switch and click Apply.
When you click the FT Generate Document button, a list of documents should be displayed.
04 User Permissions
Another solution is to ensure that the Salesforce user has access rights to the documents.
1. Navigate to My Account and select the Users tab.
2. Under the Collaborators section you can add users that need access to your projects.
3. Click the Assign button to add a new user. The options are Salesforce Users, Profile, or Permission Sets.
Once you have assigned your collaborator, click the Next button to determine which project the user will have access to. The access options are divided into Forms, Sign, and Application Access. Enable the checkbox of the project you want the user to have access to and select Finish.
Note: The permissions will differ depending on the access option. Ensure you have granted the user the correct access, for example, if a user must only have void rights on a Sign project.
1. Navigate to My Account and select the Users tab.
2. Under the Collaborators section you can add users that need access to your projects.
3. Click the Assign button to add a new user. The options are Salesforce Users, Profile, or Permission Sets.
Once you have assigned your collaborator, click the Next button to determine which project the user will have access to. The access options are divided into Forms, Sign, and Application Access. Enable the checkbox of the project you want the user to have access to and select Finish.
Note: The permissions will differ depending on the access option. Ensure you have granted the user the correct access, for example, if a user must only have void rights on a Sign project.
05 Salesforce Button
When configuring your Word document, ensure that you have mapped the document to the correct Object.
You should also review your filters to ensure the document is not only applicable to Salesforce objects that meet specific criteria. For example, this document is only applicable to contacts with the last name Titan. If you want the document to apply to all contacts, the filter would need to be removed.
You should also review your filters to ensure the document is not only applicable to Salesforce objects that meet specific criteria. For example, this document is only applicable to contacts with the last name Titan. If you want the document to apply to all contacts, the filter would need to be removed.