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How to add dynamic branding in the field "Bra...

How to add dynamic branding in the field "BrandID" while Sending DocGen docs via Docusign. We use brand/logo based on the recipient and we have bra...

  • By Rajan
  • November 12, 2019  01:43
  • 723
  • 0
  • 0

Create attachment Using Docugen package in two obj...

Hi, I have a requirement to generate attachment in one object and then the same attachment should get attached automatically to other related o...

  • 687
  • 0
  • 1

How to include a document in a DDP based on multip...

Hello, I have a document that I only want to be included in the doc package when a field from an object has a certain value (Account.AnnualReve...

  • By pescjj
  • November 06, 2019  08:19
  • 1211
  • 0
  • 2

DocGen Cuts Off Currency ISO Code?

DocGen for Salesforce does not display the full ISO currency code in generated documents. It works fine with USD (displayed as $) but with other curr...

  • By iwolff
  • November 01, 2019  08:53
  • 942
  • 0
  • 2

Which Copy Type should I use??

Hi there! I need to replicate data on a legal document we use. The document uses data from our custom Contracts object as well as our custom P...

  • 872
  • 0
  • 1

Tables in SFDC Rich Text Fields

Hello, I have a Rich Text field in SFDC which contains tables. When I generate a Nintex report, table is removed. What I need: ...

  • By okulaat
  • October 27, 2019  02:00
  • 793
  • 0
  • 1

Using dynamically included templates

Hi, all! I am attempting to create a proposal based on the Salesforce order object. I have everything working fine except when it comes to the dyn...

  • 1580
  • 0
  • 6

Limit visibility of generated document to designat...

Hello Everyone We are using DocGen for Salesforce and have a scenario where we are generating a document that requires two signers via DocuSign...

  • 505
  • 0
  • 0

Salesforce form data outputs as columns in Excel -...

Currently, data from a Salesforce form is exported into Excel, but each attribute is a column. So with many data attributes, it's difficult to read a...

  • 644
  • 0
  • 1

Attaching documents in Salesforce to the inserted ...

I'm intiating the Docgen package from Opportunity, and added "Insert-Update" function to the pacakge. I'm inserting a record in custom object (Docu...

  • 1332
  • 0
  • 6

Excel as Middleware to do Language translations

Hi everyone! My SFDC BA is convinced we can use excel as middleware to perform language translations so I am trying to set that up now. Ideally, t...

  • 1978
  • 0
  • 5

AccountContactRelationship relationship returning ...

I am generating a document off of the Opportunity object. It needs to return a table of Contact names where the Contact's role is "Main Contact." I ...

  • By Kay
  • October 08, 2019  12:04
  • 629
  • 0
  • 1