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Aveneer – document generator for Salesforce

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Follow the URL https://britenet-support.atlassian.net/servicedesk/customer/portal/9/user/signup where you can either create a new account or log in to the existing one.

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  • Changelog
  • System Requirements and Supported Platforms
  • Introduction
  • Scope of Documentation
  • Installation & Configuration
    • Custom Metadata Types
    • Permission Sets
    • Button Configuration
      • Creating Visualforce Pages for Generate Documents Buttons for Objects Other Than Account / Contact / Opportunity
      • Creating Generate Documents Button for a Record Details Page Layout
      • Creating Generate Documents Button for an Object List View Layout
    • Adding GenerateDocumentsRecord Component to a Lightning Page
  • Document Templates (DOCX) & Tokens
    • DOCX Template Tokens
    • Global Token Configuration
  • Template Configurations
    • Mapping Aveneer Tokens
    • Metadata of generated documents
    • DOCX Template’s Creator Component
    • Multiple Records Template Configuration
    • Clone Template
    • Document Preview
    • Field-Level Security Evaluator
    • Template Configuration History
    • Export/Import of Template Configuration Records
  • Assignment Rules
    • Assignment Rules Evaluation
  • External Generator Logs Object
    • Documents Generation – Retry Process
    • Transaction Object
  • Error Logs
    • Records Cleaner
  • Document Generation
    • Document Generation Based on a Single Record
    • Document Generation Based on Collection of Records
    • “Transaction in Progress” Bar
    • Field Sets of the Template Selection Page
    • Document Generation via GenerateDocumentsRecord Component
  • Post-Generation Actions
  • Aveneer Signature
    • Legality
    • Initial Configuration
    • Creating Signatures
    • Signature Tokens – overview
    • Branch Config Object – overview
      • Creating a Branch Config Object Record
      • Aveneer Sign Page Branding
      • Email Notifications
      • Export/Import of Branch Config Records
    • Signatures Configuration
    • Aveneer Signatures Flow
    • Aveneer Sign page
    • Documents Panel
    • Expired Documents
  • Aveneer Record Picker
  • Generating Documents in the ApiProxy Class
  • Data Provider – retrieving data from method
  • Aveneer Admin Panel
  • Support
    • Registering in JIRA
    • Logging and Creating Tickets
    • Ticket List
  • Fonts


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