FAQ

Yes. See this article for more information: https://kb.opero.com/documents/knowledge-base/power-of-google-docs-video/

You setup a text or URL field on your object, then in Document Action you specify the API field name to save the Google Doc URL. See this article for more information about Document Action settings: https://kb.opero.com/documents/knowledge-base/basic-configuration-getting-started/

Yes, take the button code from Document Action to paste into custom button and then add: &folderId={folder id field} at the end of the custom URL. Then merge the field that gives the folder id for you would to link with your Cirrus app to automatically link Google Drive folder would most likely be: &folderId={Collection ID}.

Yes you can create a button that can be used to check a lot of records and generate documents for all of them. See this use case article for more detail.

Yes you can create a custom field on the Pricebook object, formula field and make it a url that contains the button/link/url for the document action, and add this field to the layout on Pricebook layout.  You can also even use a button graphic in the formula field if desired.

Our app only functions with Google Docs and not with Google Slides at this time or Powerpoint. We recommend to create new Google Doc as a template and change page orientation to landscape (go to File > Page Setup > Select “Landscape” > Click Ok). And if needed, you can also change page size. Then using our app you can produce PDF which would look like presentation file. See this use case article for more detail.

Yes, you have a few options:
1) You can put your files in a public folder first (create a folder, right click Share-> Advanced->Change to Public), then you can get any file in a folder by entering URL in this format: https://googledrive.com/host/<folderID>/<filename>.
For example if you created a test folder on Google Drive and uploaded a file Test-Image.png, the Image URL is:
https://googledrive.com/host/0BwdB0jiqM9yCXzlGeDZjaUhYZFk/test-image.png
This is a URL that you want to populate into the Image URL field on Master Object and then use that field to merge on a template with image checkbox checked.

2) If you don’t want to put files in shared folder, you can use image that are uploaded directly to Google Drive (as long as they’re publicly accessible).
Image URL format will be: https://docs.google.com/uc?id=<file-ID>
Example:
https://docs.google.com/uc?id=0BwdB0jiqM9yCM01iekxpdlc4ZHc <https://docs.google.com/uc?id=0BwdB0jiqM9yCM01iekxpdlc4ZHc>

Yes, you can create a formula field with an “if” statement to check if there is a value in the other field and if there is, then display in the formula the label as well as they value. Then merge that field. That way it always merges but merges nothing if no value.

Yes, you can create a formula field that contains all the logic of your criteria then returns “Yes” or “No”, or make a checkbox returning True or False as an example. Then use that single formula field to filter on it, such as FormulaField=Yes.

Yes, you can create a formula field on the base object then in that formula field merge system fields. And merge the formula field onto template.