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Updating our version of DocGen - SF Sandbox query

Hi, I can see a newer version is available, and want to test it our in a sandbox first, but we have no full sandboxes available. Is a partial copy SB...

  • 1194
  • 0
  • 2

Sales proposals / document generation tools integr...

The document has a master template/framework that is just a word doc saved in a shared folder. While many of the sections are customized for that ind...

  • 1119
  • 0
  • 2

sum formulas in Word

Each year, the title of one of our events changes (ie 64th, 65th, 66th, etc.). I am trying to put a sum formula into word that takes the Calendar (a...

  • By himes
  • August 14, 2019  09:57
  • 1055
  • 0
  • 3

Is there a synchronous Loop.loopMessage.send metho...

Looking for whether or not there is a synchronous Loop.loopMessage.send method? Or whether there is a callback mechanism afforded to us from Apex...

  • 693
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Need a more efficient merging process for large vo...

A fairly straightforward document use case is still taking an unacceptable amount of babysitting. Please take a look and upvote my suggestion on Use...

  • 1116
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  • 2

Adding a second relationship to a Word document

I have created a new template using the Wizard and added one relationship which is working fine. I have now added a second relationship but this isn'...

  • 825
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  • 1

How to implement apex data feature in docugen pack...

I was trying to implement apex data relationship in docugen package,so I tried CaseArticleManager sample class but couldn't add apex class in (apex c...

  • By sakthi
  • July 31, 2019  00:22
  • 988
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Trigger Nintex doc for signature via Nintex Sign

Hoping someone can point me in the right direction........ I have used workflow and outbound message to automate doc gen against a lead record in sal...

  • By GeriP
  • July 24, 2019  10:00
  • 1072
  • 0
  • 1

tracking page abandonment

we are considering Nintex forms. We have a 3 step (3 page) application form. Some users exit at page 1 or 2 and others exit half way through page 3. ...

  • 742
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How to build document that needs fields for an acc...

I am trying to create document that needs to have fields on the account layout for the account selected but also for their parent account. Can this b...

  • 911
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  • 1

Auto send doc via email needs to store the email s...

1. How can I make an automated email send attach an email record to the case that I originated it from? 2. How can I use case variables or Box...

  • 986
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  • 1

Provide more descriptive errors

Just as the title suggests, we need more descriptive errors. My implementation has had a sudden error thrown, but there were no changes prior to the ...

  • By ngetta
  • July 18, 2019  06:21
  • 851
  • 0
  • 0