Universal Containers has a series of required PDF documents that need to be attached to the output document when generated. These PDF files are already stored in Documents.
What should the admin do on the Quote Template to meet this requirement?
A.
Create a new Template Section for each PDF document.
B.
Create a new Additional Document on the Quote Template for each PDF document.
C.
Select the correct Documents Folder from the Documents field on the Quote Template.
D.
Reference each PDF Document in Custom Template Content records.
Universal Containers needs to attach required PDF documents stored in Salesforce Documents to the Quote output.
Solution:
Use the Additional Document feature on the Quote Template to include PDF files in the generated output.
Steps to Configure:
Navigate to the Quote Template.
Create an Additional Document for each required PDF:
Reference the document stored in Salesforce.
Save the Quote Template.
Validation:
Generate a Quote document and confirm that the Additional Documents are included as attachments.
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