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Output filename on DDP record

Our existing Output Filename fields for DDPs are tagged in the following naming convention:DocuSign - <<Contact_LastName>>, <<Contact_FirstName>> Employment Agreement <<T...

• Labels:
• Document Generation

Using SOQL to replicate tables and rows

I've used SOQL to successfully build a relationship between my main object and child objects through a junction object. Each of those children has children, so I want to use the SOQL relationship to r...

DocGen Security

Hi Folks,I am hoping that someone could shed some light on this for me.We tried to get DocGen turned on at out company and the security group would not allow it as data (document content) is supposedl...

• Labels:
• Document Generation

Minimize spacing between copy type group

Is there a way to minimize spacing between groups in word?I have group type on quote line items, grouped by name because this seems to be the only way to avoid duplicate quote line items name on the d...

SOQL query with Lead Owner

I am building a SOQL query that pulls Lead information from many records, to populate a Word document template. I am trying to filter the data by Owner. I can't seem to figure out how to name the owne...