Skip to main content
Skip table of contents


The attachments tab allows the adding of predefined PDF attachments to the document.


Automatically Attached Files

Predefine which PDF attachments will be automatically attached to the generated document. The attachments must exist in the Salesforce organization.

Optionally Attached Files

Adds the ability for the end-user to select additional attachments from a list before the document is generated. The available attachments are can be selected from a Salesforce record or a Salesforce Library.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.