# 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**.

<figure><img src="/files/gP8c8DnXvRFnzdx1EsQi" alt=""><figcaption></figcaption></figure>

## **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.

<figure><img src="/files/Buf0fK783EKWxz5ECrZU" alt=""><figcaption></figcaption></figure>


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