DocConfig Backup and Restore for Admins
Channel: PDF Butler - Salesforce Document Generation
Date: 2023-12-02

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Backup of your Doc Configs is done in 2 steps:

- Export the ZIP file from the Doc Config configuration page. The ZIP file will contain your entire config with DataSources, ConfigTypes, Templates and Alternatives.
- Export the Salesforce configuration via the PDF Butler Admin tab. This is a JSON file and will contain all DataSource configuration, Doc Config settings and Actionables


Restoring your configuration is as easy as the backup and is done in 2 steps:

- Import the ZIP file from in the Doc Config configuration page. This will restore your Doc Config configuration to the original status
- Import the Salesforce configuration in the PDF Butler Admin tab. This will restore DataSource configuration, Doc Config settings and Actionables