--- title: "Create documents in Salesforce" canonical_url: "https://www.nutrient.io/guides/salesforce-documents/end-user-guide/create-documents/" md_url: "https://www.nutrient.io/guides/salesforce-documents/end-user-guide/create-documents.md" last_updated: "2026-05-23T00:08:18.147Z" description: "Generate PDF and DOCX documents from Salesforce records using Nutrient templates. Select templates, review data, and save documents directly to your records." --- # Creating documents in Salesforce Generate documents from Salesforce records using preconfigured templates. This guide covers selecting templates, reviewing data, and saving generated documents. If your organization hasn’t enabled signing yet, ask your Salesforce administrator to complete [setting up the Salesforce and DWS signing integration](https://www.nutrient.io/guides/salesforce-documents/admin-guide/setup-signing-integration-with-dws.md). ## Prerequisites Before creating documents, verify: - You have the **Nutrient Create Documents** permission assigned - The widget is available on your record pages: - **Create and Send Document with Nutrient** (users with sign permission) - **Create Document with Nutrient** (users without sign permission) - At least one template exists for the record type you’re working with If the widget isn’t visible or you can’t select templates, contact your Salesforce administrator. In new organizations, your administrator may need to add Nutrient components to the Lightning record page before this widget appears. ## Select a template Navigate to any Salesforce record with configured templates (for example, Opportunity, Account, or Contact). 1. Locate the widget in the Related section of the record page: - **Create and Send Document with Nutrient** (users with sign permission) - **Create Document with Nutrient** (users without sign permission) 2. Click the **Select a template** dropdown to view available templates. 3. Select the template you want to use. 4. Click **Create**. The system will prepare data from your Salesforce record using the template’s configuration. ## Select dynamic data Some templates require you to select specific Salesforce records at runtime. This step only appears if the template includes dynamic data inputs configured by the template builder. 1. Review the data selection dialog. 2. For each dynamic input, search and select the required records. 3. Click **Continue** to proceed. Only data inputs that can be resolved at runtime appear in this dialog. If you don’t see this step, the template doesn’t use dynamic data. ## Review and edit data If your administrator enabled **Allow data review** in the Nutrient Admin settings, you can preview and modify data before document creation. Review the data that will populate your document: - Check merge field values for accuracy - Verify collection data (for example, line items) - Review conditional field results Optional: Edit any values that need adjustment for this specific document. Click **Create Document** to proceed. ### Data resolution warnings If Nutrient can’t resolve some template data, a warning appears. You can still create the document, but missing data won’t populate. Common causes for warnings: - Empty fields in Salesforce records - Broken relationships or deleted related records - Invalid navigation paths in template configuration To fix persistent warnings, contact the template administrator to review the template configuration. ## Preview or edit the generated document After generation completes, the document opens in preview mode. Review the document to verify: - All data populated correctly - Formatting appears as expected - Collections and conditional sections rendered properly For editable templates (not locked templates), you can modify the generated document before saving or downloading. 1. Click the **Edit** tab. 2. Use the document editor to: - Modify text content - Adjust formatting - Add additional information - Polish layout and styling 3. Return to the **Preview** tab to review your changes. The editor provides the same capabilities used to build templates, giving you full control over the final document. Locked templates cannot be edited after generation. If you need to make changes, generate a new document or contact your administrator about converting the template to an editable format. ## Download the document To download the document to your computer: 1. Click **Download** in the upper-right corner. 2. Select the output format: - **PDF** — For viewing and sharing - **DOCX** — For further editing in Microsoft Word 3. Enter a filename. 4. Click **Download**. The file saves to your browser’s default download location. ## Save to Salesforce To attach the document to the current Salesforce record: 1. Click **Save** in the upper-right corner. 2. Select the output format: - **PDF** — For viewing and sharing - **DOCX** — For archival or future editing 3. Enter a filename. 4. Click **Save**. The document saves under **Notes & Attachments** on the record. Other users with access to the record can view and download the document. ## Next step: Send the document for signing If signing is enabled in your organization, continue with [send documents for signing in Salesforce](https://www.nutrient.io/guides/salesforce-documents/end-user-guide/send-documents-for-signing.md). ## Troubleshoot common issues If document creation fails or behaves unexpectedly, check these common issues and solutions. ### No active templates found **Message** — “No active templates found for Opportunity records. Please create templates first.” **Cause** — No active template is available for the current Salesforce object. **Solution** — Ask your administrator to create and publish a template for that object in **Template Manager** (within the Nutrient Documents app). ### Template configuration errors **Error message** — “Effective ranges intersect undefined” or similar placeholder errors **Cause** — The template has overlapping or unclosed placeholders (merge fields, collections, or conditions). **Solution** — The template needs fixing. Contact your Salesforce administrator or template manager. In the meantime, try a different template if available. ### Missing data warnings **Warning** — “Unable to resolve some template data” **Cause** — One or more of the following: - Required Salesforce fields are empty - Related records have been deleted - Template navigation uses invalid relationships **Solution** — - Fill in missing fields on the Salesforce record - Contact your administrator to fix the template configuration - Check that all related records still exist ### Empty documents **Issue** — Document generates but shows blank sections **Cause** — Collections returned no data, or conditions evaluated to false. **Solution** — This may be expected behavior. For example: - An Opportunity with no line items will show an empty line items section - Conditional sections only appear when their conditions are true If sections should contain data, verify the Salesforce record has the expected related records or field values. --- ## Related pages - [Sending documents for signing in Salesforce](/guides/salesforce-documents/end-user-guide/send-documents-for-signing.md)