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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)
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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?
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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
- How to Use Files Instead of Attachments for Generated Documents
- How do I build a formula field?
- 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)
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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?
- 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
- I would like to generate documents for multiple records by placing a button on a List View. Is this possible?
- 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?
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Error Troubleshooting
- Creating Custom Button Code for Partner Communities & Salesforce Internal
- 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.
