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Document Privacy Policy  \n[www.thorias.com](www.thorias.com)  [support@thorias.com](support@thorias.com)  \nTS Documents  \nEasy Document Generation Ap for salesforce  \n1 . Introduction  \nTS Documents App allows you to generate documents based on your Salesforce data. Dynamically pull data from a record and any related records for any object and any fields using built-in Template Builder. Create Google Doc templates and generate documents by merging Salesforce fields. Automatically have the merged document saved to your Google Drive, emailed, attached to Salesforce, or download. You can generate documents in different formats and attach them to the related record. File formats supported: PDF, Word, html, odt, rtf, txt.  \n2 . Install and Configure the App  \nTS Documents is using Google Docs functionality for managing merged document templates. We chose this platform for our app because we think Google Docs is the most modern and efficient platform for managing your documents in the cloud. It’s extremely simple to adapt as it has most of the features Microsoft Office Word has to offer. You have to setup your Google account to access your Google Drive where you can create or upload your content prior to installing TS Documents app. You can learn more about Google Docs here.  \n2.1.  Install and Configure the App from AppExchange  \nGo to the AppExchange profile for TS Documents to install the app into your Salesforce org.  \n1. Click the Get It Now green button.  \n[www.thorias.com](www.thorias.com)  [support@thorias.com](support@thorias.com)  \nTS Documents  \nEasy Document Generation Ap for salesforce  \n2. Follow the steps prompted to install the package in Production or Sandbox org.  \n3. After you click to install, you will be prompted to check box to “grant access”to the following Third-Party access by Google to use TS Documents app:  \n2.2. Authorize Your Google Drive Account to TS Documents  \n1. Click on “TS Activate API” tab after selecting \"TS Documents” from your app window.  \n2. Authorize the App with a Google account you would like to use with TS Documents (can create a free gmail/google drive account to register or you can use a G Drive/Company drive) . One Google Drive account required for all your Salesforce users  \n[www.thorias.com](www.thorias.com)  [support@thorias.com](support@thorias.com)  \nTS Documents  \nEasy Document Generation Ap for salesforce  \n3. You will be prompted to “allow” TS Documents to access to your G Drive:  \n4. After clicking on allow you will get one code. Copy that code and past it in TS Documents Active API UI.  \n[www.thorias.com](www.thorias.com)  [support@thorias.com](support@thorias.com)  \nTS Documents  \nEasy Document Generation Ap for salesforce  \n5. Click on Authorise. Now you are all set to use TS Documents.  \n[www.thorias.com](www.thorias.com)  [support@thorias.com](support@thorias.com)  \nTS Documents  \nEasy Document Generation Ap for salesforce  \n3 . TS Document Template  \n1. Open your Salesforce and create a new TS Document Template  \n2. TS Document Template custom object will be installed in your org as soon as the package completed installation.  \na. You can access it in two ways: via selecting from All Tabs menu or via TS Documents App.  \nb. To access All Tabs menu click “  ” on your tab menu and select TS Document Template from the list of available tabs:  \nc. To access from TS Documents App switch app to “TS Documents App” from the top left corner, then select TS Document Template tab from the tab menu:  \n[www.thorias.com](www.thorias.com)  [support@thorias.com](support@thorias.com)  \nTS Documents  \nEasy Document Generation Ap for salesforce  \n3. After selecting “TS Document Template” tab click “New” button to create a new TS Document Template:  \n[www.thorias.com](ww","cbCailyOAar33Cpw","https://ap.wps.com/l/cbCailyOAar33Cpw","pdf",1526507,"English","# Introduction\n# Install and Configure the App\n## Install and Configure the App from AppExchange\n## Authorize Your Google Drive Account to TS Documents\n# TS Document Template\n# TS Document Template Builder\n# TS Document Lightning Component","[{\"question\":\"What does the TS Documents app do with Salesforce data?\",\"answer\":\"TS Documents generates documents by dynamically pulling data from Salesforce records and related objects, then merging fields using the Template Builder.\"},{\"question\":\"Which output formats are supported when generating documents?\",\"answer\":\"Supported output formats include PDF, Word (docx), HTML, ODT, RTF, and TXT.\"},{\"question\":\"How do you install TS Documents into a Salesforce org?\",\"answer\":\"Install it from Salesforce AppExchange by using the “Get It Now” button and following the prompted steps for Production or Sandbox.\"},{\"question\":\"How is Google Drive authorization completed for TS Documents?\",\"answer\":\"Authorize the app from the TS Activate API tab, allow access to Google Drive, copy the provided code, paste it into the Active API UI, and click Authorise.\"}]","TS Documents - Easy Document Generation App for Salesforce - Installation Guide | PDF",1789246130]