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Documentation / Knowledge Base

  • Getting Started

    • Demo video
    • Install and Configure the App
    • Create Google Docs file
    • Document Action
    • Create button for document generation
    • Getting Started with Lightning Experience
    • Quick Start Onboarding Training Session
  • 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?
  • 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
    • Authorize One Google Drive Org Wide (One Google Account to be used for All Users)
    • Email From Org Wide Address
  • 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 Document (Files Being Used in Lightning Experience)
    • 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)
  • Lightning Experience (LEX)

    • How to Use Files Instead of Attachments for Generated Document (Files Being Used in Lightning Experience)
    • Lightning Experience: Create button for document generation
    • How to Use Documents Instead of Attachments or Files for Generated Document
  • 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?
  • 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
    • 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.

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