Salesforce ERP
ERP + CRM Platform 
Inventory Management 
Warehouse Management 
Order Management 
Vendor Management 
Logistics Management 
BOM Management 
Order Fulfillment 
Business Operations 
SaaS Platform for Operations 
Salesforce Cloud ERP Platform 
Xero
Zoho books
Quickbooks
Shopify
Acumatica
SAP
Odoo
NetSuite
Microsoft Dynamics 365
Sage
Agentforce Revenue Management
Agentforce Revenue Management + Billing 
Salesforce CPQ
Salesforce Advanced Billing 
Migrate from CPQ to ARM 
Managed Services
Salesforce Implementation
Revenue Cloud Implementation
ServiceNow Consulting Services
Zoho CRM implementation
MuleSoft Integration
Workato Integration
Microsoft
Data Cloud
Tableau
General Settings
The General Settings tab provides centralized control over the security, branding, and output behavior of your document generation process. Here, you can define how users interact with and access the final document.
The options Enable Welcome Page (Optional) and Enable Verification Code (Optional) are available only if the document template includes signers. When enabled, the site header and footer will be displayed accordingly.
- Default Select For Download All → This checkbox is available only for document templates that do not contain any signers. When enabled, the document template is selected by default when the user uses the Download All functionality.
- Enable Welcome Page (Optional) → Activate this setting to display a customizable landing page before the document is opened.
- Welcome Page Message (Optional) → This is the customizable content that appears on the Welcome Page.
- Enable Verification Code (Optional) → Activate this setting to require users to complete an identity check before accessing the document.
- Site Header → Allows users to design and customize the header for their site, including text formatting, adding HTML code, and adjusting the layout.
- Site Footer → Allows users to design and customize the footer for their site, including text formatting, adding HTML code, and adjusting the layout.
- File Name → You can change the file name for the document. This name will be applied automatically when the document is downloaded by a user.By default the file name is set to the target object name.
Go to the Site settings click on the Site settings and configure the required details.
SEE ALSO :
____👉 Site settings
____👉 Document Generation