If you would like to speed up your initial implementation process and/or would like a general training session on how to use the A5 Documents app core functionality in Salesforce, we offer live training sessions over screen-share with premium support. We suggest to start with a 1 hour support training package. You can specify the amount of on-boarding hours you would like when submitting the payment form.
Onboarding Training Sessions may include:
- Install the App from AppExchange
- Authorize the App with your Google Drive.
- Create Google Docs Template
- Review sharing & permission setting options for Google Docs.
- Create Document Action
- Review fields and optional configurations in document action.
- Review Template Builder
- Merge few example data fields from your base object into Google Docs Template.
- Create Custom Button
- And add custom button to your object page layout.
- Test Document Generation
- See document get generated and attached to your Salesforce record (for example).
- Review any other questions