FAQ

Steps uninstall the Opero Documents package: Setup > Installed Packages > find Opero Documents app > click “uninstall” link next to Opero Documents package. When you click to uninstall, a notification may pop up that you have a few more steps before you can uninstall package (for example if you already added a custom button or link to your object pay layout then you may have to remove the button from page layout before uninstalling.

If you are not able to see “uninstall” link or unable to click the link then your Salesforce user may not have sufficient permission access to uninstall an app package. You can have a Salesforce admin do it for you or the original user who initially installed the package from AppExchange.

If you also need to cancel your app subscription, you can refer to this article.

Yes you can have licenses with app for community licenses, partner portal, Enterprise, Platform/force.com, and Professional.

1. If you are creating a table/columns in your google doc template, you can modify the individual table cells width and height. For more information on table formatting, you can review this article: https://support.google.com/docs/answer/1696711?co=GENIE.Platform%3DDesktop&hl=en.
2. If you would like to review how to alter paragraph, font or other formatting for google doc template, you can review this article: https://support.google.com/docs/answer/1663349?co=GENIE.Platform%3DDesktop&hl=en.
3. To merging related list fields into table, see our Template Configuration article: https://kb.opero.com/documents/knowledge-base/template-configuration/ 
4. See same article for information regarding filters and sorting.

If merging an image field into a single table cell, the table will get resized to its actual image size after document gets generated.

If you want to restrict the size of the image and want it to be resized to fit the width of your table cell, you can click into the table cell and then click edit to modify the width details. Then the image will be resized to fit the table cell width (does not resize to height).

If you set the width of table cell to be larger than the image, or leave it with no size restriction, and set the height to the size you want, then the image is displayed filling the whole cell.

For more information, see this article: https://kb.opero.com/documents/knowledge-base/template-configuration/

Yes, Opero Documents can merge HTML fields. See Template Configuration article for more details.

No, Opero Documents only works with Google Docs format at this time and you can only upload an existing word document to Google Docs. However, you can make the Google Doc look like an Excel sheet by changing the Page Setup to ‘Landscape’ rather than Portrait. And you can insert a table into doc with multiple rows/columns to create the same look.

No, Opero Documents only works with Google Docs format at this time. However, you can make the Google Doc look like a Google Sheet or Excel by changing the Page Setup to Landscape rather than Portrait. And you can insert a table into doc with multiple rows to create the same look.

Yes you can use Opero Documents with Salesforce mobile. Make sure you drag the custom button onto Mobile & Lightning Actions when modifying your object page layout.

Yes, Opero Documents can merge rich text fields. See Template Configuration article for more details.

Here is a helpful article from Google on this topic:  https://support.google.com/docs/answer/45893?co=GENIE.Platform%3DDesktop&hl=en.