To quickly setup the enrollment verification document functionality, please follow the following steps:

Step 1: S-Docs

1. Login to Salesforce and go to Setup.
2. From Setup, click on Object Manager.
3. In the Quick Find box, enter Installed Packages. Search for S-Docs. If you are unable to find it, it means the S-Docs package is yet to be installed. You can install it here. 
4. Once you have installed it, you will need configure it with custom object. Please follow the steps here to link it to the Program Enrollment object. 

Step 2: Custom Button (Action)

1. The custom button “Generate Document” can only be made available when S-Docs is installed. 
2. If S-Docs is already in place, go to Setup.
3. From Setup, click on Object Manager.
4. In the Quick Find box, enter Program Enrollment. Click into the object.
5. In Page Layouts, edit “RIO Education Program Enrollment Layout”.
6. Include the “Generate Document” action into the layout and Save. If the action is not found, follow the steps below to create one.

1. From Setup, click on Object Manager.
2. In the Quick Find box, enter Program Enrollment. Click into the object.
3. Click on Buttons, Links, and Actions.
4. Click on New Button or Link.
5. Enter the following details:
   • Label: Generate Document
   • Name: This will be auto-populated
   • Display Type: Detail Page Button
   • Behaviour: Display in existing window without sidebar or header
   • Content Source: URL
   • Button or Link URL: {!URLFOR('/apex/SDOC__SDCreate1', null,[id=hed__Program_Enrollment__c.Id, Object='hed__Program_Enrollment__c'])}

Step 3: Enrollment Verification Template

1. The Enrollment Verification template can only be made available only when S-Docs is installed.
2. If S-Docs is already in place, search for S-Docs app from the app switcher.
3. Click on the S-Docs Templates and look for Enrollment Verification Letter. This is a ready-template for you to use. 
4. If you are not able to find the Enrollment Verification Letter template record, then create a new Template and follow the steps below:
   • Make sure that the Template Name is set to “Enrollment Verification Letter”.
   • Set the "Related To Type" to "hed__Program_Enrollment__c".
   • Set the "Template Format" to "DOCX".
   • Make sure that "Available For Use" is checked.
   • Open the "Template Editor" from the menu on the top right.
     
   • Upload the DOCX Template provided below through the "Upload New DOCX Template" tab.
     RIO Ready Phase 2 - Enrollment Verification Template.docx
   • Save & Close to complete the process.