FAQ

Does RS Documents App work with Salesforce mobile?

How do I grant login access to Ramsey Solutions support?

Does RS Documents support rich field text?

How do I leverage page breaks using Google Docs?

How do I grant login access to Ramsey Solutions support?

How can I update my credit card payment method for RS Documents app subscription?

Is it possible to merge watermarks onto google doc?

How secure is using the Google Docs Platform?

What is the RS Documents privacy policy?

I cannot find my custom button on my page layout when using Lightning Experience, what do I need to do?

How I can I try to troubleshoot an error message on my own?

Is it possible to use a SUM operator to sum up merge fields in the document?

Is it possible to create conditional page breaks with RS Documents?

Does RS Documents app work in Partner Communities?

Is it possible to place a password to open the link to the PDF file that is sent by e-mail?

Does RS Documents support HIPAA compliance?

Is it possible to create a list view custom button to generate daily tasks from Activities tab?

Can I merge only “open” activity items onto my template?

Is it possible to deploy app settings and configuration from Sandbox to Production?

Do I need to add licenses only to those users who will create templates and/or to anyone who will press the button to generate documents?

Is it possible to have entire column width stretch to the longest item in that column on google doc template?

I am receiving a permission error message and not sure what I need to check. Do you have a RS Documents Permission Checklist?

I am receiving an error message when trying to generate my document that is coming from one of the merged fields on my template. What is best way to troubleshoot where error is coming from?

Is it possible to edit the Google Docs template directly from object record in same window after document is merged?

How do you save the URL of the Google Doc?

I am using the Cirrus app which creates a new Google Docs folder each time new record is created in Salesforce. Is it possible to have the generated document automatically go to the Google Docs folder assigned?

Is it possible to dynamically pass the Google Docs folder ID in custom button URL so generated document goes directly to Google Docs folder?

Is it possible to generate documents for multiple records by placing a button on a List View?

Is it possible to generate a PDF catalog from the Pricebook object?

Is RS Documents able to support presentations (e.g. Powerpoint)?

Can I merge images onto the template that are stored on Google Drive?

Does RS Documents support image merging?

Can RS Documents merge {Today’s date}?

If using a merge field on template that may not have a value with some records (example being to merge “Discount: 10%” though some do not have discounts), is it possible to not merge the field label?

Is it possible to filter on multiple criteria for a related list on template builder?

Can I merge system variables onto template builder which are not related to the Base Object API in document action?

Can you merge fields into header or footer of template?

Can you merge fields from multiple objects on Google Docs template?

If I have a custom domain setup in my Salesforce, will RS Documents still work?

Does RS Documents work in Lightning Experience?

Do I need to have a Gmail account in order to use RS Documents?