Include Value with Additional Documents
While Docomotion was explicitly intended for producing documents inside Salesforce, there will without a doubt be events when, alongside those documents, you have to send connections that are not held in Salesforce. Fortunately even at such occasions, we've despite everything got you secured!
Envision you need to convey a citation, a receipt or an advance archive from Salesforce, pleasantly populated with all the significant Salesforce information. In any case, you have to incorporate extra documents – another customer join structure maybe, or a value list, or even an amortization plan. Because of Docomotion's new 'Extra Documents' element, you can proceed. Here's the secret.
Having tapped on the 'Produce Document' button and made only the archive you need, click on the catch marked 'Extra Documents' at the base of the screen. You'll at that point have the option to choose the outer PDF or HTML record or documents you need to connect to the archive. On the off chance that it's one that you routinely need to connect, you can even add it to the structure inside Docomotion, with the goal that it will naturally show up as a connection each time you utilize that structure. At the point when you're set, the customer will get one record that isn't just populated with all the important information, yet additionally accompanies all the documents you included.
So there you have it: the advantages of having the option to make an archive inside Salesforce, with the adaptability to include outer documents varying.
So as to see the straightforward tables while you deal with the structure, you have to choose the table, click the Layout tab and afterward select View Gridlines. This will show the outskirts of the table so you can alter them – yet don't stress, they won't be shown in the last yield.
Another tip that will spare you watching that your section widths are a similar size, is to stamp the significant segments and snap on Distribute Columns under the Layout tab.