DRTE Documentation
Complete guide for installing, configuring, and mastering document generation & e-signature workflows in Salesforce
Installation & Permissions
Prerequisites & Install
Before installing DRTE, ensure your Salesforce org meets these requirements:
- Salesforce Enterprise, Unlimited, or Performance Edition
- Administrator access to install managed packages
- Use Lightning Web Secuirty is active.
- Folders and Enhanced Sharing is turned ON.
- Reach out to info@codeylabs.com for latest GA installation URL
Configure User Permissions
Assign the appropriate permission sets to relevant users based on their role:
- DRTE User - For end users generating documents
- DRTE Admin - For administrators configuring templates
- DRTE ESign Guest User - For external signers
Core Admin Configuration
Define Allowed Objects
A crucial security step: Whitelist the Salesforce objects that can be queried for dynamic document generation.
- Navigate to Custom Metadata Types
- Update 'Allowed Objects' with exact API Names (e.g., Opportunity, Account)
Deploy & Configure LWC
Make the DRTE component live on your target object's record page.
- Use Lightning App Builder to place the LWC
- Set component to Read Only
- Define the Default Template Record ID
Activate E-Signature UI
Enable the user interface for tracking and initiating signature requests.
- Check 'Enable E Signature Request feature' on DRTE component
- Drag-and-drop E Signature Request list component
Document Template Design
Master Template Creation
Learn how to build professional, dynamic document templates with headers, dynamic data tables, and signature placeholders. Follow our step-by-step video guides below.
Template Foundation & Header
Create the base template record and embed your company logo in the document header.
- Create Doc Template record and Deactivate it
- Upload Logo to Files, make it Public
- Create Paragraph (Static) section for header
Dynamic Data Sections
Configure vendor/customer information and dynamic line item tables using SOQL queries.
- Section 2: Table type for Vendor/Customer info
- Section 3: Table with SOQL Query for line items
- Section 4: Aggregate SOQL for Grand Total
Terms & E-Signature Placeholders
Finalize documents with legally required text and signature fields.
- Section 5: Paragraph (Static) for Terms & Conditions
- Section 6: Pre-defined signature placeholders
- Use [Signature1] and [Signature2] format
for example:
[text[Name]:[Signature1]] or [date[Date]:[Signature2]]
E-Signature Configuration
E-Signature Portal & Security
Setup the public-facing Salesforce Digital Experience Site for external signers.
Key Security Steps:
- Create 'Build Your Own (Aura)' site with Public Access
- Assign 'DRTE ESign Guest User' Permission Set
- Set up Sharing Rules (Read Only) for E Signature objects
Automation & Branding
Finalize workflow by setting automation and branding details in DRTE Custom Settings.
Custom Settings:
- Set ESign Guest Site URL
- Define Org Wide Email and Email Template IDs
- Configure Company Header Image URL for branding
- Add Salesforce domain to Trusted URLs
Video Tutorials
Admin & Setup Series
- Installation & User Permissions
- Defining Allowed Objects
- Template: Logo Header & Static Content
- Template: Dynamic Tables & SOQL Totals
- Template: Signature Placeholders
- E-Sign Portal, Permissions & Security
- Deploying LWC & Enabling E-Sign UI
End-User Workflow
- Live Demo: Multi-Party E-Sign with PIN
- Tracking the Audit Trail & IP Logs
- Generating Documents in Bulk
- Collaborating on Documents (GDoc/DOCX)
Advanced Features
Conditional Content
Show or hide sections of documents based on field values or custom logic.
Watch Tutorial →Bulk Document Generation (Mass Merge)
Generate hundreds of accurate, personalized documents—like invoices or contracts—with a single click, natively from any Salesforce List View.
Watch Demo →Enable Editable Documents
Empower your users to make crucial last-minute manual edits to generated documents before sending them for signature or download!.
Watch Tutorial →Multi-Object Documents
Maintain consistent branding across all documents. Manage product documentation, release notes, user stories, and bug reports directly within Salesforce.
Watch Tutorial →STOP SCOPE CREEP
Turn your Definition of Ready (DoR) into a formal, legally-binding Scope Freeze Contract using DRTE by Codeylabs.
Watch Tutorial →Generate salesforce email thread PDFs in bulk with DRTE.
Select multiple cases, click once, and let the system handle the rest. When it's done, your PDFs are ready to download.
Watch Demo →Inbound PDF e-Sign
Securely handle incoming external contracts and PDFs (from vendors, partners, or customers) without ever leaving Salesforce.
Watch Tutorial →DRTE: Multi-Language Contract Generation & E-Signature
Watch how easily you can generate localized contracts (German demo) and run the entire e-signature workflow in the preferred language, ensuring global compliance and speed within Salesforce.
Watch Demo →Automated Policy Documents
Automate policy document generation and signatures. Eliminate manual editing and streamline contract workflows within Salesforce.
Watch Tutorial →Stop Using Basic PDF Signatures! Get an Audit Trail
See how you can easily sign any PDF while simultaneously capturing a detailed, non-repudiable audit log, making your electronic signature ironclad in any dispute.
Watch Tutorial →Onboarding Document Automation
For Salesforce HR & Recruiting. Instantly generate, attach, and email personalized Appointment Letters and Welcome Guides directly from the Contact record.
Watch Tutorial →Vehicle Health Reports (VHR)
For Salesforce Automotive Cloud. Service agents can quickly access and download comprehensive Vehicle Health Reports from the vehicle record page.
Watch Tutorial →Proactive Maintenance Advisor
Assist customers with warranty inquiries and utilize telematics data to provide proactive maintenance recommendations.
Watch Tutorial →Troubleshooting & FAQs
Check that the template ID is correctly configured and that the user has proper permissions. Ensure the SOQL query syntax is correct and returns data. Verify that all referenced objects are in the Allowed Objects list. Watch our troubleshooting video for step-by-step guidance.
Verify that field API names are spelled correctly and that the fields exist on the object. Check field-level security to ensure users can access the fields. Use the debug mode to identify specific field issues. Make sure the field types match the expected format in your template.
Ensure that signature fields are properly placed on the document using the correct placeholder syntax. Check that the signing workflow is active and configured correctly. Verify that email notifications are being sent and not blocked by spam filters. Confirm the E-Sign portal is accessible to external users.
Check the Salesforce Recycle Bin within 15 days of deletion. If the document was attached to a record, check the record's Files or Attachments related list. Consider implementing a backup strategy for critical documents using scheduled exports or third-party backup solutions.
Check email deliverability settings in Salesforce Setup. Verify that sender email addresses are authorized in your Org-Wide Email Addresses. Confirm that recipients aren't blocking emails from your Salesforce domain. Review email logs in Setup under Email Log Files for delivery errors.
Verify that all images and assets are accessible via public URLs. Check for special characters that might cause encoding issues. Ensure templates don't exceed Salesforce size limits (10MB for files). Test with simplified versions to isolate problems. Check that image URLs use HTTPS protocol.
Optimize SOQL queries by selecting only necessary fields. Limit the number of records returned in related list queries. Use indexed fields in WHERE clauses. Consider breaking complex templates into smaller sections. Cache static content when possible.
Contact our support team at support@codeylabs.com for technical assistance. Check our comprehensive documentation and video tutorials above. For installation URLs and licensing questions, reach out to info@codeylabs.com. Schedule a consultation call for complex implementations or custom requirements.
Ready to Get Started?
Transform your Salesforce document workflows today with DRTE