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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
  • 1197
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  • 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...

  • 942
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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...

  • 954
  • 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...

  • 965
  • 0
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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...

  • 1455
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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...

  • 1311
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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
  • 1307
  • 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...

  • 1324
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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'...

  • 977
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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
  • 1320
  • 0
  • 1

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...

  • 1085
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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...

  • 1121
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