1. The “download” app feature in document action is not meant to open up a preview of the document automatically after you generate document. If you looking to preview the generated document before emailing it, you can check more details in document action article for feature “preview document step enabled” in section detail for “Section “Properties of Merged Document in Salesforce” (middle section).”
  2. If using the download feature in document action, the screen flashes to let you know a download happened but it does not auto open document in another window. The download feature is only to download a copy of the document to your computer, which would show in your “downloads” folder. So you would need to open your downloads folder on computer in order to see it. The only way to bypass this step is you have another setting on your browser to automatically open the download document or using “Preview” program on a MAC to auto open downloads or can configure Chrome browser by inserting the ‘a5 doc link’ in the ‘allow pop-ups’ page (see more detail on allowing pop ups from Chrome in steps below).
  3. Another option is to access the document within Salesforce by using document action is to “attach file to record” which you could then access the document under Notes & Attachments or maybe files if you using files instead. Or you can use the “save URL link to Salesforce” feature and have a URL link to google doc right there from same window (users would need to have access to open link by your sharing settings in document action and access to your google drive that documents are stored on AND you would not be able to use app feature to “delete google doc after merge” in document action). Or you could configure email feature in document action to then send generated document to an email outside of Salesforce.
  4. It is mandatory that you allow Pop Ups from Salesforce domain as browsers are interpreting this “download” action as a popup in new window. If you are’t sure if your pop ups are already approved, you will notice that when you attempt to generate a document for download to your computer, there is usually an indication that a pop up was blocked and you have the option to approve that URL for the future. Once the URL is approved, you should not have to do this step again.
  5. To check your pop-up settings in Chrome Browser: chrome://settings/content/popups?search=pop. You will want to make sure you allow Pop Ups from Salesforce and/or A5 Documents domain. If you using download feature with Chrome browser and being asked to re-authorize the app with google drive when generating a document, you can modify google drive settings in document action to set document visibility to company or public so other users can download it. You can find more information in this article about using Chrome for document download.
  6. FEATURE NOTE: The download feature cannot be used with “delete google doc after merge” feature that is in document action.