I am creating a word doc and tagging fields from Salesforce. I created a table and followed a youtube video. Please see attached for details.
Best answer by ryan_oleary
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I will attach it. This company renamed Opportunity Application
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Attached
So the first thing that immediately pops out at me is that you have an Alias on your relationship but you are not using the Aliased tags in your document. In the field tagger make sure to select your alias then update the tags in your document.
Cheers,
Ryan
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Do I need Alias? If so, I would make
<<Individual_Guarantor_Start>><<Individual_Guarantor_Individual_Guarantor>> to
<<Row_Start>><<Row_Individual_Guarantor>>
Assuming these <<Row_Start>><<Row_Individual_Guarantor>> are the tags from our Field Tagger, then yes.
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Thank you . It worked perfectly !!!
Awesome, would you please mark one of my responses correct?
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Ryan- I am trying to set up a signature tree, where the signature block is added in order for several recipients. Every agreement sent out may require a different amount of signers. So I assume similar to rows. Do you think you may be able to help me with that? If so I can provide more detail to your own email address. Thanks so much- Jami
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