Documentation / Knowledge Base

Getting Started

• Demo video
• Quick Start Onboarding Training Session
• Install and Configure the App
• Create Google Docs file
• Document Action
• Create button for document generation
• Getting Started with Lightning Experience
• Lightning Experience: Create button for document generation
• Document Action Button/Link Code for Lightning Experience Users

Template Configuration

• Create Google Docs file
• Merge fields into Google Docs template
• Merge related list fields into a table
• Merge images into the template
• Conditional section merge using Template Builder
• How do I create the URL field in document action to save Google Doc URL on object record?
• I am using "download" feature in document action and do not see a preview of document after I generate, how does this feature work?

Automation

• Configure Document Action for automation
• Automation through fields on Leads, Accounts, Contacts, and Opportunities
• Automation with Process Builder
• Automation with Apex
• Mass batch document generation (Batch Mode)
• Automating with Professional Edition
• Using Process Builder for Automation with Email Feature
• Use Case: Using Process Builder & Generating Mutliple Documents at Once (Batch Mode)

Admin

• Activate RS Documents License and Assign/Add Users
• Permissions
• How do I create the URL field in document action to save Google Doc URL on object record?
• Auto Delete Google Doc from Google Drive
• Creating Custom Button Code for Partner Communities & Salesforce Internal
• Use Case: How does RS Documents integrate with DocuSign (eSignature App)?
• Authorize One Google Drive Org Wide (One Google Account to be used for All Users)
• Email From Org Wide Address
• Use Case: Can documents still be generated from a custom button placed on an Visualforce page?
• I do not see the Google Doc Advanced Sharing setting "Anyone with the link," why is that?
• I am using "download" feature in document action and do not see a preview of document after I generate, how does this feature work?
• My colleague who configured the app is leaving company, how do I make for a smooth transition for document generation?

Advanced Configuration

• Conditional section merge using Template Builder
• Mass batch document generation (Batch Mode)
• Embed Google Doc into page layout
• What is example formula that gets the google doc ID out of the full URL?
• How do I send a link to my google doc for PDF download?
• Auto Delete Google Doc from Google Drive
• Use Case: Is it possible to merge image field onto template from an existing "files" document from Salesforce record?
• How do I build a formula field?
• How to Use Files Instead of Attachments for Generated Documents
• How to Use Documents Instead of Attachments or Files for Generated Document
• Authorize One Google Drive Org Wide (One Google Account to be used for All Users)
• Create your own function to delete any Google Doc (using APEX code)

Lightning Experience (LEX)

• Getting Started with Lightning Experience
• Lightning Experience: Create button for document generation
• How to Use Files Instead of Attachments for Generated Documents
• How to Use Documents Instead of Attachments or Files for Generated Document
• Document Action Button/Link Code for Lightning Experience Users

Use Cases

• Use Case: I want to generate a document then edit it and later download or send as PDF.
• How do I create the URL field in document action to save Google Doc URL on object record?
• What is example formula that gets the google doc ID out of the full URL?
• How do I send a link to my google doc for PDF download?
• Use Case: I have a formula field that merges multiple images and would like to merge this onto my document.
• Automating with Professional Edition
• Creating Custom Button Code for Partner Communities & Salesforce Internal
• Site User generating document and emailing to contact automatically
• Use Case: I would like to generate documents for multiple records by placing a button on a List View.
• I would like to have two tables side by side in my google doc template.
• I would like to merge translated language fields onto my template, is this possible?
• Use Case: Is it possible to configure email in document action to send generated document but not have it also attached to Salesforce record?

Error Troubleshooting

• Error Message: Error while creating new document. Error message: Read timed out
• Error Message: Error while creating new document. Error message: Error: 403..."Insufficient permissions for this file"
• Error Message: Document Action Does Not Exist or Document Action GDT-XXXXX could not be found
• Error Message: Oops something went wrong :( Error: Invalid ID.
• Error Message: "Unable to Access Page. The value of the "p3_lkid" parameter contains a character that is not allowed or the value exceeds the maximum allowed length.
• Error Message: Error Redirect: URI Mismatch.
• Error Message: Error while creating new document. Error calling merge service.
• Error Message: Some users do not have access due to an administrator policy.
• Error while creating new document. Error message: Didn't understand relationship 'LineItemCount' in field path.
• I have two docs generating and two emails when using automation through Process Builder, why is this happening?
• Error Message: "unexpected token: {" error.
• Error calling merge service. Error: Exception: Element does not contain the specified child element.