> For the complete documentation index, see [llms.txt](https://university.gonexa.fr/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://university.gonexa.fr/doc/en/getting-started/build-template/upload-document-template.md). # Upload the document template Only docx, xlsx, pdf or pptx files are supported. ## Add the template file to the document template {% hint style="danger" %} **Warning** Only docx, xlsx, pdf or pptx files are supported. {% endhint %} * Go back to the document template configuration in Salesforce * Click "Add a template" * Select your Word template from the file explorer * Click "Open" * Wait a few seconds for the success message to appear ![Uploading the template](https://content.gitbook.com/content/U1Chwyf7Cc7FN9BiEh0V/blobs/OmannR7WKqDvBFFkQ6a1/08-07-mise-en-ligne-modele.gif) ## Check your tags * If a red dot and incorrect tags appear, a Merge Field icon lets you check and review the erroneous tags so you can correct them in your Word document ## Document preview The Preview feature lets you validate the layout and dynamic elements of a template, thanks to an accurate preview of the final document, before any full generation. * In the Generation Test section, search for a record of your main object by its name or its ID * Click the action arrow, then choose "Preview" * The document opens in a new tab with the data of the selected record ![Document preview](https://4198981723-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTYUzkIngX1MnHE8kOJDR%2Fuploads%2FSpVTnBVvb4x76By6xqaO%2Fconstruction-modele-4.png?alt=media) ## Test the generation {% hint style="warning" %} **Tip** Generations in a Sandbox are not counted. Test without limits! {% endhint %} * Search for a record of your main object by its name or its ID, and select the record from which you want to test a generation * Click "Generate" * You are redirected to the generated document Your template is now available for generation to everyone who has the "Gonexa Doc Users permission sets" permission set assigned. Go back to your main object to see the template available for generation through the generation component. ![Generating the document](https://content.gitbook.com/content/U1Chwyf7Cc7FN9BiEh0V/blobs/HRSy2C6FQIhoi83HTokj/09-08-generation-document.gif) ## Quickly access the content and the generated document * From the "Logs" tab, find the generations of your document template * Open the log of your choice and click "Record" to access the record the document was generated from * Click "Document" to access the generated file If the log shows an error, no document is generated. ![Logs tab](https://content.gitbook.com/content/U1Chwyf7Cc7FN9BiEh0V/blobs/aQhKlIFAyMrcrOrBQtzY/10-09-onglet-journaux-corrigee.gif) ## Salesforce document preview management \[OPTIONAL] By default, your generated document appears in the standard Salesforce preview. You can override it with the Gonexa preview. {% hint style="warning" %} **Tip** The Gonexa Preview component provides faster PDF previews and access to various controls such as quick print, zoom or one-click document download. {% endhint %} * From the page of your generated file, click "Edit Page" * From the custom components, drag and drop the "Gonexa - File Preview" action to the desired location on the page * Save {% hint style="danger" %} **Warning** If a user cannot see the template when generating a document, check the sharing rules of the document template. If it is set to Private, access to the template may be blocked. If no sharing rule has been created, we recommend setting the template's sharing setting to Public Read Only. {% endhint %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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