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I think this is a dumb question, but do I need Conga to merge SF data into a document or can I use Field Mappings (via Conventions)? For example, I want to place the company name from the account record that the contact is related to on a document. Conga or Conventions?
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Hi!
Do you know if I can retrieve the fields that I configure in the template layout? I know that we have available an evidence summary, but is possible to retrieve this fields by an API service? Not as a pdf but as metadata.
Thanks for your help!!!
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Hello,
In Java, I would like to add a new field where the signer should fill in a date (in a date format DD/MM/YYYY).
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HI,
I have created a package with some document and set its status to "SENT".
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I have a form which I'm using document extraction to pull in fields from, and some of the pieces need to be entered at the signing ceremony. Is it possible to mask some of those fields as they are considered PPI? I'll read them on the backend securely, but don't want them showin
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Hi,
With the standard PackageBuilder/DocumentBuilder coding, as per the example below, every specific field needs to be included in the single PackageBuilder statement. With this, every document type must be coded separately and the statements are often very long in nature.
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Hi,
Regarding using FieldBuilder for text field extraction for the creation of inputs from PDF forms...
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In the Account Configuration panel there is reference to something called 'imprint fields' but there is no description as to what imprint fields actually are and I cannot find any reference to this configuration in any guides.