FAQs

Is there a YouTube video or any tutorial other than the setup guide?

What I’d like to know is if I can use this app to generate multiple docs at a time. It would be handy to have it on a list view and multi-select all the records that I wanted to export to PDF or word?

I’ve just started testing your app. I was just wondering if it is possible to write conditional statements in your document template editor?

How to uninstall the Docs Made Easy app?

Is it possible to use all the functionality of the Docs Made Easy with the Experience Cloud Sites?

Is it possible to generate the document via a Process Builder (Flow)?

Is it possible to trigger the merge and send a document in the background via automation? For example on stage change of opportunity, merge and send proposal documents.

Is it possible to specify template and recipient in the button and process document merge and send via email without additional clicks?

Does your app require any license agreement?

Can we rename or set a default name to a file when it’s downloaded?