teatvapk
Member since ‎03-29-2020
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Referencing Salesforce Attachments/Files in a Docu...

Is it possible to reference Salesforce Attachments/Files and file types in a Drawloop document? For Example: Account | Attachments (or Files)...

  • By JackieT
  • February 26, 2020  11:24
  • 1048
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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...

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