Complete End-User & Admin Guide
The master manual for CodeyLabs DRTE. Includes prerequisites, full UI integration, template configuration, and end-to-end e-signature workflows.
DRTE - Core Product Module Guides
Base Configuration
Setup foundational DRTE custom settings, including site URLs, branding, and email automation.
View GuideAlternative Templates
Learn how to surface additional document templates as clickable shortcut buttons in the editor.
View GuideE-Sign Placeholders
How to accurately insert [Signature] tags and name/date blocks using toolbar shortcuts.
View GuideInternal Direct Signing
Speed up approvals by allowing managers to sign documents directly within the Salesforce UI.
View GuideManual E-Sign Workflow
Customize email content and maintain specific sharing rules for guest signers via manual execution.
View GuideExternal File Import
Seamlessly bring externally drafted .docx and .pdf files into DRTE while preserving formatting.
View GuideDocument Pagination
Control document flow by implementing CSS-based page breaks for professional PDF layouts.
View GuideSandbox Migration
Export and import template JSON files to move document structures between Salesforce environments.
View GuideE-Signature & Workflow FAQ
A comprehensive guide covering document tracking, signature automation, manual email overrides, and dynamic content logic.
View GuideDeveloper Documentation
on how to use
DRTE managed
Flow Actions for
self developed
Automation
->>>
E-Signature Document Upload
Automatically render signed PDFs and link them to E-Signature Log records following a completed signing process.
View GuideObject-Agnostic PDF Generation
Convert Rich Text Area fields from any Salesforce object into branded PDF files attached directly to the source record.
View GuideHeadless Server Generation
Production engine for background automation that converts temporary Preview IDs into permanent Salesforce Files without UI components.
View GuideDocument Assembly & Preview
The entry point for the DRTE engine, performing Just-In-Time data merges into templates for user review and manual editing.
View GuideHTML String Generation
Stateless assembly method that returns raw HTML strings, ideal for populating Email Alerts or sending content to external APIs.
View GuideDRTE Extension - Advanced Extensions Guides
DRTE Extension is a separate Salesforce package that extends the functionality of the DRTE editor with advanced features. To get this extension you need to contact CodeyLabs sales team for pricing and installation instructions.
E-Signature Action Button
Enable a streamlined flow to initiate signing workflows directly from record buttons without opening the full editor.
View Extension GuideAuto-Save Signed Docs (CoC)
Automatically combine the final executed document and Audit Log into a secure PDF upon completion.
View Extension GuideBulk Mass Merge
Generate documents for hundreds of records simultaneously using Salesforce List Views and background processing.
View Extension GuideMulti-Template Generation
Allow users to select and merge multiple document templates into a single workflow directly on a record.
View Extension GuideDRTE for Flow Screens
Embed the powerful DRTE Editor directly within Salesforce Screen Flows for guided user experiences.
View Extension GuideManual Signed Doc Save
Provides a manual trigger to package and save the final signed document with its Certificate of Completion.
View Extension GuideGenerate and Send Document
Generate documents from records and send via email with a fully editable subject and body, allowing for personalized messaging before sending.
View Extension GuideSend Dynamic Email
Empower users to send data-driven emails instantly. This feature pulls real-time Salesforce data via SOQL into dynamic tables, allowing for full manual personalization of the body and subject before dispatching.
View Extension GuideDownload Buttons for Screen Flows
Enable one-click document generation within Salesforce Screen Flows. This feature uses Apex Actions to transform template data and generated HTML into downloadable Docx, PDF, PPTx, and Xlsx files directly for the end user.
View Extension Guide