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Documentation / Knowledge Base
Basic Configuration
Demo video
Start Here: Basic Configuration
Template Configuration
Execute Any Document Button
Automate Document Generation
Integrate Opero Documents with an eSignature Solution
Supported Languages
Additional Configuration
Email a Link to a Generated Google Doc
Email a Link That Exports and Downloads a Google Doc as a PDF when Clicked
Email a Link that Generates a Document when Clicked
Embed a Google Doc into a Page Layout
Generate and Email a Document in Salesforce Mobile
Authorize One Google Drive Org Wide
Transition app process to new Google Drive or Salesforce user
PDF Merge Feature
Create Email Preview with Lightning Email Composer
Set the Default Style for a Google Doc Template
Use Cases
Power of Google Docs Video
Generate a document and then edit it
Example formula that pulls google doc ID out of the full URL
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
Manage App Subscription
Activate Your Licenses
Package Update Release Notes
Add or Decrease Users/Licenses
Update Method of Payment and Billing Contacts
Document Generation Limits
Opero Documents Privacy Policy
Grant Login Access to Opero Support
Cancel App Subscription
Reactivate Licenses After Suspension
Install App Upgrade
Error Troubleshooting
Error message: Read timed out
Document Action Does Not Exist or Document Action GDT-XXXXX could not be found
Error: Invalid ID
The value of the "p3_lkid" parameter contains a character that is not allowed
Error Redirect: URL 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.
