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templates
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automation
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Knowledge Base
Use Cases
44 Articles
Update TODAY(s) date on Object record when document action is fired
Use Opero Documents and Opero Signature to add multiple eSign links in the same email template
Web to Lead app options to use with Opero Documents
Conditional Table Merge for Related List Items
Mass generation of documents based on Object List View & Import of .csv file
Mail merge of addresses for printing envelopes
Merge image field into template from an existing “files” document from SF record
Merge multiple Documents into one report for multiple records
Generate a QR image that can then be merged into document
Using ‘Email To’ feature from Person Accounts with Different Base Object in Document Action
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