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Button to generate form for email delivery is rout...

I have a template with delivery option = email. I have a button on the Contact that generates the form. After the form generates and I click to con...

  • By bridget
  • September 18, 2019  06:26
  • 775
  • 0
  • 1

Merge Fields blank in Salesforce Email Template

Hi All, I have an urgent requirement on automated email with attachment which i am trying to achieve from Docgen. The Problem is that i have used h...

  • 3057
  • 0
  • 5

Populating Secure PDFs

Hi Everyone, I am at a loss here so Im hoping you all can help. I get the error below when we try and populate a PDF form that we retrieved from TD...

  • By wandprog
  • September 12, 2019  06:22
  • 1147
  • 0
  • 1

People Lookup (multiple values) exporting to excel...

When I export my nintex form list to excel, the values in the people lookup fields come back as this: lastname, firstname MI;#10841.... I have been r...

  • 903
  • 0
  • 1

Error creating attachment for (Opportunity ###) Er...

One of our Salesforce Drawloop users got the following error when trying to create envelopes: Error creating attachment for (Opportunity ###) (ca...

  • 902
  • 0
  • 1

Mass Template are not Generated

I have created a package on Opportunity and have also creaated a Advanced button on Opportunities list view to run the reports. When I run the report...

  • 919
  • 0
  • 1

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...

  • 1368
  • 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...

  • 1254
  • 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
  • 1226
  • 0
  • 3

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...

  • 1268
  • 0
  • 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'...

  • 935
  • 0
  • 1

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
  • 1255
  • 0
  • 1