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Setup a process to mass print generated documents

  1. If you would like to setup a process of mass printing documents, we suggest using the document action feature to save the google doc URL to a field (refer Basic Configuration article for more detail). Then create a formula field that displays the button to generate the document and then shows a link to view/print it if it exists. The document is generated and then in just one more click, you can open the document to print.
  2. Another option would be to save the link to the PDF attachment/file into a field and then create a button or formula/button/link that is displayed to make it more efficient to click to open the PDF once saved. You would need to configure a Flow to do this and this method is mentioned in our automation article.
  3. There is also a feature called Google Cloud Print that can auto print files uploaded to your google drive that could be even more efficient. No need to open the google doc, just gets printed when generated.
  4. You can also save all the google docs generated into a specific google drive folder then you can mass print those google docs. You can use a Google Drive sync app to your computer to print from the folder on the computer it syncs to. Or you can check all the google docs in a folder and then mass export them to a zip file of PDFs then extract that zip file and mass print all the PDFs. After printing, a good idea is to then move the printed documents from the google folder to another folder like “Printed invoices” so that folder is empty again and ready to fill the folder with new documents that need to be printed.
  5. If you only need to print the generated document and do not need to attach to record or email it, we suggest to configure the document action to only download the google doc and make sure the box “delete google doc after merge” is not checked. Then you can open the generated google doc (either from quick google doc URL link on Salesforce record or from your Google drive), and print from there.