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Doc Config Backup and Restore for Admins

Backup of your Doc Configs is done in 2 steps: Export the ZIP file from the Doc Config configuration page. The ZIP file will contain your entire config with DataSources, ConfigTypes, Templates and...

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Deployment – Doc Config Migration Wizard

With the Doc Config Migration Wizard you can have a 1-step deployment of one or multiple Doc Configs in 1 go See it in action here: The post Deployment – Doc Config Migration Wizard appeared first on...

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FAQ: Can I get the list of Alternatives in Salesforce

It is possible to synchronize the Alternatives from the Doc Config configuration page into the Doc Config record. Follow these steps: The post FAQ: Can I get the list of Alternatives in Salesforce...

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LINK

Dynamically create a LINK in your documents. There are 3 types of links you can create: LINK: link to an external URL, like to a webpage. For more information: BOOKMARK: link to another reference in...

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Enable Track Changes when generating a DOCX file

When you generate a DOCX, you can enable track changes by default to make sure any changes are captured while editing in MS Word. See it in action here: The post Enable Track Changes when generating a...

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BEFORE Actionable to remove form-fields

In case you want to remove any form-fields from the generated PDF to download or mail out the PDF. That is possible by setting the “Flatten Type” through APEX. Flatten Types: NONE: Do not remove...

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Dynamic Selector

The needs of our users are more complex every day, which is why we have developed a new component that helps generate a PDF file from 1 or more DocConfig, which is flexible, customizable, and easy to...

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PDF Butler – Complex Column Repeater (Repeat Columns and Rows)

Repeating columns and rows in a table in your Word document is possible. It will require programming skills (APEX) but if you follow this tutorial and check your data with Butler Inspector you will be...

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FAQ: Have a textbox fixed to the bottom of the last page

When generating documents, these documents are dynamic. You cannot know if the document will have 1, 2 or more pages. If you want to display text or a table at the bottom of the last page you cannot do...

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Lightning Flow Action – Convert DOCX to PDF

If you have a DOCX file that you want to convert into a PDF, you can use a Flow to handle this. Use the “Convert a DOCX to PDF” action in the Flow Builder. You can write your own logic to define the...

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