I am creating a word doc and tagging fields from Salesforce. I created a table and followed a youtube video. Please see attached for details.
So the first thing that immediately pops out at me is that you have an Alias on your relationship but you are not using the Aliased tags in your document. In the field tagger make sure to select your alias then update the tags in your document.
Hey jami vernon,
Would you mind pasting a screenshot of your relationships?
Do I need Alias? If so, I would make
Assuming these <<Row_Start>><<Row_Individual_Guarantor>> are the tags from our Field Tagger, then yes.
Thank you . It worked perfectly !!!
Awesome, would you please mark one of my responses correct?
I will attach it. This company renamed Opportunity Application
Ryan- I am trying to set up a signature tree, where the signature block is added in order for several recipients. Every agreement sent out may require a different amount of signers. So I assume similar to rows. Do you think you may be able to help me with that? If so I can provide more detail to your own email address. Thanks so much- Jami
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