If you would like to speed up your initial implantation 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.

Purchase Training Session

Onboarding Training Sessions may include:

  1. Install the App from AppExchange
  2. Authorize the App with your Google Drive.
  3. Create Google Docs Template
    • Review sharing & permission setting options for Google Docs.
  4. Create Document Action 
    • Review fields and optional configurations in document action.
  5. Review Template Builder 
    • Merge few example data fields from your base object into Google Docs Template.
  6. Create Custom Button
    • And add custom button to your object page layout.
  7. Test Document Generation
    • See document get generated and attached to your Salesforce record (for example).
  8. Review any other questions

Purchase Training Session