How to Make the Most of Opero Documents

If you’re using Opero Documents, you’ve got a powerful tool at your fingertips. But how do the best users get the most out of it? Here are some tips and secrets of the trade to help you streamline your document generation process and make your business workflows more efficient. 

1. Use the “Simple Button Code” for Manual Document Generation 

A few years ago, we introduced the Simple Button Code feature, which simplifies manual document generation by dynamically referencing your document action settings. Here’s why it’s great: 

• Always Up-to-Date: No need to manually update your button code every time your document action changes. 
• Ease of Use: Opero generates the button code for you automatically, saving time and effort. 
• Quick Setup: If you don’t see the “Simple Button Code” field on your document action, just add it to the page layout. 

With the Simple Button Code, you can click a button and trust that it dynamically pulls the latest settings—no manual adjustments required! Check out our Basic Configuration article for seps to set up a custom button.

2. Automate Document Generation with Document Request Records 

Automation is the key to efficiency. By creating a document request record, you can let Salesforce Flow handle your document generation. Here’s how to set it up: 

• Use Salesforce Flow: This no-code automation tool works seamlessly with Opero Documents because our app is Salesforce-native. 
• Trigger Automation: Set up a record-triggered flow to fire based on a field update, creating document request records automatically.
• Minimal Setup: The document request record has just two field settings: the triggering record and the document action to use.

This approach saves you time and ensures consistent, error-free document generation. Check out this article for details: Automate Document Generation.

3. Batch Generate Documents from a List View 

For bulk document generation, the list view is a powerful tool. With a custom list view and a lightning action, you can generate up to 200 documents at once. It’s simple and user-friendly: 

• Select Your Records: From a custom list view, mass select all records (up to 200 at a time).
• Run the Lightning Action: Use the lightning action to update a specific field on the selected records.
• Trigger Your Flow: The update will fire your record-triggered flow, creating document request records for each updated record.

This is the easiest and fastest way to handle batch document generation. For details, see this use case article: Bulk Document Generation from a Custom List View.

4. Scale Up with Mass Updates for Large Datasets 

When you’re dealing with more than about 500 records, generating documents from a list view can become time-consuming. Instead, consider Salesforce’s Data Import Wizard or Data Loader to update records and trigger your automation: 

• Mass Update Records: Update a specific field on the record using a data import for mass update.
• Trigger Your Flow: The update will fire your record-triggered flow, creating document request records for each updated record.

Additional Resources: Learn more about Salesforce Import Wizard, Learn more about Data Loader 

5. Integrate with Other Apps 

Take your document generation to the next level by integrating Opero Documents with other apps: 

• Opero Fax: Use Opero Documents with Opero Fax to create custom coversheets. You can also generate and fax documents with a custom button or automate batch document generation and faxing. 
• Opero Signature: Combine Opero Documents with Opero Signature to automatically generate Google Docs and send them for electronic signature. 

These integrations streamline workflows and expand the functionality of your Opero Documents setup. 

Wrapping Up 

Whether you’re manually generating documents or automating the process, Opero Documents offers flexible tools to fit your needs. The best users take advantage of features like the Simple Button Code, Salesforce Flow integration, and bulk document generation to save time and work smarter. Opero Documents also works seamlessly with Opero Fax and Opero Signature to streamline your electronic faxing and electronic signature processes. Try these tips and see how Opero can transform your workflows!