# Document
The **Document Task** allows Designers to save the Valorx Fusion App as an Excel or PDF file directly to a Salesforce record, either under **Notes and Attachments** or **Files**.
## **Getting Started**
1. Click **Task** and select **Document**.
2. Choose **New Document Task**. A configuration window will open with four sections: **Location, File Format, Selection,** and **File Name**.
## **Configuration Options**
**Location**\
Salesforce provides two storage options:
* **Files** – Saves the app file to Salesforce Files (recommended).
* **Notes and Attachments** – Saves to both Files and Notes & Attachments.
**File Format**\
Save the app in either **Excel (.xlsx)** or **PDF (.pdf)** format.
**Selection**\
Choose what content to save:
* **Entire Workbook** – Saves the whole workbook.
* **Custom Sheets** – Select specific sheets or portions of the workbook.
**File Name**\
Define how the file will be named in Salesforce. Options include:
* **App Name**
* **Custom Name**
* **Named Range**
* **Cell Reference**\
You can also append a timestamp if needed.
