FAQs

Do you support integrating reports to the template?

Is Docs Made Easy native to Salesforce?

How to generate the document with a Custom name?

How do you add Rich Text Area fields to templates?

What permission sets need to be created on a non-admin user profile to have the possibility to use Docs Made Easy?

Is it possible to create a filter for a child relationship object?

How do we get the Report data in Docs Made Easy?

How do I create a field that future-dates the {!today} field by 1 year?

Is it possible to tick the File and Chatter File flags by default whenever a user tries to generate a document?

Why are we getting Authorize App Error when trying to generate documents in Docs Made Easy?