How to Use Documents or Attachments for Generated Documents

The default format of generated documents is Files. If you would like to use Documents or Attachments instead of Files, you must manually enable.

To Use Documents:

Note that Documents can only be accessed and viewed in Salesforce Classic and you will only be able to access a record’s documents from the Documents tab (it will not appear in the record’s related lists). On the Document Action, you can specify a folder where the generated document will be saved on the Document Action “Documents Folder” field.

1. Navigate to Setup.
2. Search for “Custom Settings”.
3. Select Opero Documents Settings.
4. Click Manage.
5. Set the Use Documents checkbox to equal TRUE. Set the Use Files checkbox to equal FALSE.

To Use Attachments:

1. Navigate to Setup.
2. Search for “Custom Settings”.
3. Select Opero Documents Settings.
4. Click Manage.
5. Set both Use Documents and Use Files checkboxes to equal FALSE.