Generate documents from Salesforce records using preconfigured templates. This guide covers selecting templates, reviewing data, and saving generated documents.

Prerequisites

Before creating documents, verify:

• Your organization has completed the set up document generation in Salesforce guide
• You have the Nutrient Create Documents permission assigned
• The widget is available on your record pages. It appears with a different title depending on user permissions:
  • 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 you need the Salesforce installation link, contact our Sales team.

If the widget isn’t visible or you can’t select templates, contact your Salesforce administrator.

Select a template

Navigate to any Salesforce record with configured templates (for example, Opportunity, Account, or Contact).

1. Locate the widget on the record page. It appears with a different title depending on user permissions:

   • Create and Send Document with Nutrient (users with sign permission)
   • Create Document with Nutrient (users without sign permission)

   It often appears in the Related section, but your Salesforce administrator can place it elsewhere on the record page.

   
   

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.

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, opportunity 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.

Save to Salesforce

To attach the document to the current Salesforce record:

1. Click Save in the upper-right corner.

2. Choose whether to save as a new document version or as a new document.

   
   

3. Select the output format:

   • PDF — Required for signing and for viewing/sharing
   • DOCX — For archival or future editing

4. Enter a filename.

5. Click Save.

The document saves under Notes & Attachments on the record. Other users with access to the record can view and download the document.

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.

Next step: Send the document for signing

If signing is enabled in your organization, continue with send documents for signing in Salesforce.

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). For setup instructions, refer to the manage document templates in Salesforce and build document templates in Salesforce guides.

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 or filters

Solution

• Fill in missing fields on the Salesforce record
• Contact your administrator to check the template’s field mappings, navigation steps, and filters
• Check that all related records still exist

Unexpected data or missing table rows

Issue

Generated data doesn’t match the template, or a table row disappears unexpectedly.

Cause

Navigation steps or filters may be pointing to the wrong records, or a condition inside a table row may be removing the row when it evaluates to false.

Solution

• Verify the template’s navigation steps and filters
• Ask your administrator to check whether the field mapping points to the intended related record
• If you use conditions in tables, place each condition in its own table row instead of mixing it with other text
• If the condition evaluates to false, the entire row is removed from the generated document

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.