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Salesforce: Auto-publishing documents

What

Generate and publish a document with a single click.

Why

Save time by reducing the number of clicks required to publish a document, or use auto-publish to lock down content that you don't want reps to edit.

How

  1. From your user dropdown in the top right corner, go to Administration.
  2. Select Integrations.
  3. Choose Salesforce.
  4. Click Edit.
  5. Scroll down to the section labeled Assign Template.
  6. When setting up template mapping, select the Auto-Publish checkbox.

When a document is launched from Salesforce, you will be presented with a published document that is ready to be sent to recipients.