Drawloop - AssureSign Delivery Option Configuratio...
Topic How to Set up the AssureSign Delivery Option and Related Envelope List. Additional Information As of Drawloop DocGen Package versio...
- Labels:
- Drawloop DocGen
- Intermediate
- By Brent_Doc
- May 09, 2022 18:54
- 86
- 0
- 0
Drawloop - Pass Dynamic Record Id to Visualforce P...
Topic How to pass dynamic Record Id to Visualforce Page Template in Drawloop DocGen. Instructions 1. Add the DocGen Package ...
- Labels:
- Drawloop DocGen
- Intermediate
- By Brent_Doc
- January 20, 2022 09:56
- 211
- 0
- 0
Drawloop - DocuSign Envelope Custom Fields
Topic Configure Envelope Custom Fields in a DocGen DocuSign Delivery Option. Instructions Once the Envelope Custom Fields of ...
- Labels:
- Drawloop DocGen
- Intermediate
- By Brent_Doc
- October 07, 2021 17:16
- 356
- 0
- 0
Drawloop - Mass Notification Parameter
Instructions Mass LOOP, Notification Type, Button Parameter button parameter: &batchnotification= Values: BEGIN_AND_COMPL...
- Labels:
- Drawloop DocGen
- Intermediate
- By KB_Admin
- August 14, 2021 17:47
- 132
- 0
- 0
Drawloop - DocGen Package Migration
Topic How To Migrate DocGen Package from one Salesforce environment to another. What does and does not migrate? Instructions We recommend...
- Labels:
- Drawloop DocGen
- Intermediate
- By KB_Admin
- August 14, 2021 14:06
- 221
- 0
- 0
Drawloop - Lightning Email Page - Bcc User's e...
Topic Add the User's email to the BCC section of an Email Delivery Option based on the User's Email Setting Preferences. Additional Inf...
- Labels:
- Drawloop DocGen
- Intermediate
- By Brent_Doc
- August 03, 2021 17:10
- 769
- 0
- 0
Drawloop - Automated Outbound Message from differe...
Topic Trigger an automated outbound message on a different object than the DocGen Package starting object. Additional Information Often u...
- Labels:
- Drawloop DocGen
- Intermediate
- By Brent_Doc
- July 27, 2021 10:26
- 445
- 0
- 0
Drawloop - Word Formatting Justified Text
Topic When attempting to use 'Justified Text' formatting in Microsoft Word, users can experience "odd" formatting. This behavior is not typic...
- Labels:
- Drawloop DocGen
- Intermediate
- By Calderon_Doc
- June 15, 2021 12:53
- 337
- 0
- 0
Drawloop – Populate Additional To email field dyna...
Topic Populate the Additional To email field from related records or fields on the DocGen Delivery Option. Additional Information This ...
- Labels:
- Drawloop DocGen
- Intermediate
- By Brent_Doc
- May 25, 2021 07:42
- 1094
- 0
- 1
Drawloop - Translated Value
Topic When you want to pull the translated value of a picklist that uses the translation workbench. Instructions Use the toLa...
- Labels:
- Drawloop DocGen
- Intermediate
- By natsu_docs
- April 16, 2021 07:25
- 369
- 0
- 0
Drawloop - Remove 0% From Chart Display
Topic Times where there is 0 information, this will help suppress the 0s or blank data in the output document. This works in both Word and Exc...
- Labels:
- Drawloop DocGen
- Intermediate
- By CommunityAdmin
- February 04, 2021 11:24
- 505
- 0
- 0
Enforce Signer Visibility - DocuSign
Topic Notes for using Enforce Signer Visibility in DocuSign. Couple Notes: Document Visibility has to be turned on in your DocuSign Account ...
- Labels:
- Drawloop DocGen
- Intermediate
- By CommunityAdmin
- February 04, 2021 08:29
- 808
- 0
- 0
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- 51,079Members
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