- If you would like to setup a process of mass printing documents, we suggest to use feature in document action to save the google doc URL to a field (refer to Save URL to Salesforce Field section in document action 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. Then document is generated and then in just one more click, you can open the document to print.
- 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 Process Builder to do this and this method is mentioned in our automation article.
- 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.
- 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.
- If you solely need to print the generated document and do not need to attach to record or email it, we suggest to configure document action to only download the google doc rather than also “attach file to record,” or “download” copy to your computer 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.
- If you would like to review your use case in detail or have us build a solution for you, we offer premium support as a service.