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Salesforce - Adding E-sign to the Document Package

I am new to Salesforce and the Drawloop(Nintex for Salesforce). We currently have a workflow where t...

  • Posted by NilaS
  • | April 25, 2019 12:54
  • Views 910
  • Replies 1
  • Kudos 0

Pull in a related contact as a signer with SignNow

I've created a document that I send out via SignNow for electronic signature.The source (custom) obj...

  • Views 1511
  • Replies 1
  • Kudos 0

Error while choosing Docusign as Delivery Option

I am trying to add the DocuSign as the Delivery option and trying to send the Document for ESigning....

  • Posted by NilaS
  • | April 25, 2019 23:00
  • Views 1015
  • Replies 0
  • Kudos 0

The Salesforce formula field value won't display i

We are using this to generate legal documents.Here is the structure of things:Case...Point of Contac...

  • Views 994
  • Replies 1
  • Kudos 0

Attach output of two different DDPs in email.

I have two templates, a Word and an Excel. The output of the Word template needs to be in PDF format...

  • Views 948
  • Replies 1
  • Kudos 0

Mass DocGen Package via List View Button for Light

In Classic, we had a Classic Button for "Mass DocGen Package via List View" and it worked great.We c...

  • Views 2099
  • Replies 5
  • Kudos 0

Using a Relationship for a Checkbox of Yes or No

Hello. I am fairly new at using DocGen through Salesforce.I have a question on the DocGen form I am ...

  • Posted by ThereseB
  • | April 10, 2019 08:34
  • Views 1204
  • Replies 2
  • Kudos 0

CC and BCC not displaying in email component

After running the package and selecting the delivery option of EMAIL, the "cc" and "bcc" does not di...

  • Posted by justinp
  • | March 06, 2019 13:40
  • Views 1522
  • Replies 3
  • Kudos 0

Apex data relationship

I have two main objects and one junction object and I want to retrieve data from one main object for...

  • Posted by Nav185
  • | April 15, 2019 02:35
  • Views 1629
  • Replies 4
  • Kudos 0

Filter Component Group Based on Checkbox Field

I'm trying to create a component group that populates text based on a custom text field in salesforc...

  • Posted by Jen
  • | April 11, 2019 12:18
  • Views 2754
  • Replies 9
  • Kudos 0
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