Topic: Phone numbers are not populating in the expected format Issue: When generating a document, some phone fields are not populating in the expected display format from Salesforce. The root of this ...
Topic Tags not pulling the correct data due to duplicate API field name. What are the options to resolve this issue? Additional Information If a Custom Field has the same base API name as a Standard ...
Issue The following relationships are unsupported or broken and should be deleted, please review supported relationships. Additional Information Lookup relationships can only be created from the firs...
Topic Is the DocGen Lightning Component Customizable? Additional Information Currently, the DocGen Lightning Component is not customizable. To create a customized experience for users please create a...
Topic Deleting a Suggested Process in Promapp Information Only users with Promaster Privileges can delete Suggested Processes. When on an open Suggested Process, click the cogwheel in the top right c...
Hello everyOne ,We migrated the data from Sandbox to Production,docGen was limited to profiles including systemAdminstrator and some profiles ,the docGen is working perfectly in sandbox, but in produc...
In Classic, we had a Classic Button for "Mass DocGen Package via List View" and it worked great.We created it via the button wizard in DocGen Admin. In Lightning, we can no longer use that because it ...
I'm new to DocGen, and I think it has the potential to be extremely useful throughout my organization, but I'm having trouble figuring out how to set up a Word template in such a way that I can pull i...