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Additional Configurations

9 articles

Authorize One Google Drive Org Wide

February 14, 2017

Update Permissions

February 14, 2017

Embed Google Doc into page layout

February 16, 2017

Email a link for generated document

March 23, 2017
1

Create your own function to delete any Google Doc (using APEX code)

March 28, 2018

Transition app process to new Google Drive or Salesforce user

August 14, 2018

Integrate A5 Documents with eSignature Solution

October 10, 2019
1

PDF Merge Feature

July 22, 2020

Provide Link to Generate Document in Email

January 26, 2021

Categories

  • Getting Started (3)
    • Demo video
    • Quick Start Onboarding Training Session
    • Basic Configuration: Getting Started
  • Template Configuration (4)
    • Merge fields into Google Docs template
    • Merge related list fields into a table
    • Merge images into the template
    • Conditional section merge using Template Builder
  • Automation (1)
    • Automate Document Generation
  • Manage App Subscription (9)
    • Activate Your Licenses
    • Add or Decrease Users/Licenses
    • Cancel App Subscription
    • Update Method of Payment
    • Document Generation Limits
    • A5 Documents App Checkout Salesforce Terms & Conditions
    • A5 Documents Privacy Policy
    • Package Update Release Notes - Package 2.109
    • Grant Login Access to A5 Apps Support
  • Additional Configurations (9)
    • Authorize One Google Drive Org Wide
    • Update Permissions
    • Embed Google Doc into page layout
    • Email a link for generated document
    • Create your own function to delete any Google Doc (using APEX code)
    • Transition app process to new Google Drive or Salesforce user
    • Integrate A5 Documents with eSignature Solution
    • PDF Merge Feature
    • Provide Link to Generate Document in Email
  • Use Cases (45)
    • Generate a document and then edit it
    • Using Formula Field to merge multiple images
    • Generate documents for multiple records at once
    • Configure template to have two tables side by side
    • Merge translated language fields into my template
    • Using Attach File to record with email feature in document action
    • Using Quote Line Item Number field
    • Copy configurations from Sandbox to Production
    • Auto select existing attachment on record and auto send via email
    • One custom button to link multiple templates/document actions
    • One checkbox that refers to multiple conditional merge sections in template
    • Using 'Email To' Feature with Person Accounts
    • Using 'Email To' feature from Person Accounts with Different Base Object in Document Action
    • Generate a QR image that can then be merged into document
    • Merging Graphic Charts into Template / Using Google Chart APIs
    • Prevent duplicate related list values being merged into document
    • Merge multiple Documents into one report for multiple records
    • Merge image field into template from an existing "files" document from SF record
    • Mail merge of addresses for printing envelopes
    • Mass generation of documents based on Object List View & Import of .csv file
    • Print full name label with 3 separate columns into one table
    • Conditional Table Merge for Related List Items
    • Web to Lead app options to use with A5 Documents app
    • Using A5 Documents with A5 Signature app, using multiple eSign links in the same email template
    • Update TODAY(s) date on Object record when document action is fired
    • Storing files in AWS S3 to access it from Salesforce UI
    • Setup a process to mass print generated documents
    • Print generated document
    • Control when a user can generate a document
    • Change the title name on all the document actions
    • Generate documents from a custom button placed on an VisualForce page
    • Using Google Docs for Slide Presentation
    • Print labels onto envelopes
    • Conditional coding & logic to generate different versions of the same template
    • Group items in a related list based on the value of a specifiable field
    • Merging an image into header of each related list table
    • Table grouping or sub-grouping with related list line items
    • Merge the name of the current Salesforce user that is generating the document into template
    • Merge a checkbox image into my template
    • Merging from two different child objects
    • Syncing and saving PDF files to Google Drive
    • Updating status field after email is actually sent
    • Using custom queries which involve related/unrelated objects and passing variables in where clause
    • Revenue Cloud (CPQ and Billing) Implementation
    • Using conditional section merge feature to display different text based on object conditions
  • Error Troubleshooting (60)
    • Error message: Read timed out
    • Error: 403... "Insufficient permissions for this file"
    • Document Action Does Not Exist or Document Action GDT-XXXXX could not be found
    • Oops something went wrong :( Error: Invalid ID.
    • The value of the "p3_lkid" parameter contains a character that is not allowed
    • Error Redirect: URI Mismatch
    • Error calling merge service: Action not allowed
    • Some users do not have access due to an administrator policy
    • Site User generating document and emailing to contact automatically
    • Error message: Didn't understand relationship 'LineItemCount' in field path
    • Process Builder generating duplicate emails
    • Troubleshoot an error message you see when generating document
    • Error: "unexpected token: {" error.
    • Error calling merge service: Element does not contain the specified child element.
    • Error: You have uncommitted work pending. Please commit or rollback before calling out
    • Error Message: redirect_URI_mismatch (Using Community User)
    • Error while updating fields. line 326, column, illegal assignment from String
    • Error Message: URL No Longer Exists
    • Error: 404: File Not Found
    • Error message: actionId cannot be blank
    • Error: Oops something went wrong :( Please contact your administrator.
    • Invalid field ContentLocation for SObject class is invalid and needs recomplication
    • Visibility setting in document action to "Company" but getting error message
    • Error message: Application unauthorized
    • Error: We're sorry, a server error occurred. Please wait a bit and try again.
    • Error message: Error: 401. Error description: { "error": { "domain": "Invalid Credentials"
    • Send Email failed. First exception on row 0; first error: INVALID_ID_FIELD.
    • Error: Attempt to de-reference a null object
    • Error: Google server is down - Google is unresponsive offline
    • Error getting access token. Error: invalid_grant
    • Error: Sorry, the file you have requested does not exist
    • Error while creating new document: Connection reset
    • Error Message: Issue with Billing Address Merge Field
    • Related List / Child fields not merging in document
    • Issues with using A5 Documents to Merge feature
    • How to access past batch jobs created that may have failed
    • Error: Collection size 1,006 exceeds maximum size of 1,000
    • Error 400: The description exceeds the maximum length
    • Error 401: Request is missing required authentication credential
    • Error: Insufficient Privileges. You do not have the level of access necessary to perform the operation you requested.
    • Issue with Email in Spam Folder
    • Error: Aggregate query has too many rows for direct assignment, use FOR loop
    • Error Message: Only aggregate expressions use field aliasing
    • Error Message: sObject type 'rsdoc__Document_Action__c' is not supported
    • Why are Document Requests stuck in "New" Status
    • Error: There are problems that prevent this package from being installed.
    • Error while creating new document. Error message: Error: 500.
    • Error: Insufficient Access rights on object ID
    • AppExchange Error: This app can't be upgraded (new package install attempt)
    • Error: 307 - Temporary Redirect
    • Errror: Insufficient permissions: secure query included inaccessible field
    • Error: Email privileges have been revoked
    • Error: Unable to tunnel through proxy
    • Error while creating new document: Not allowed to insert > Document Request record
    • Error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY
    • Error: Required fields are missing: [rsdoc__Document_Action__c]
    • Error: Insufficient Privileges - You do not have the level of of access necessary to perform the operation you requested.
    • Error Message: Export only supports Docs Editors files
    • Error 403: Insufficient permissions for the specified parent
    • Error getting access token. Error: internal_failure

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