Tips & Tricks
- Debug Mode
- Loop through a list of items
- Conditional Sections (if / else)
- Formatting Your Data
- Field Map
- Calculations
Building Your Documents
- Consulting Service Packages
- Training, Onboarding & Consulting
- Which Type of Document Should I Use?
- Creating a Fillable PDF
- Create Word (DOCX) Documents
- Create PowerPoint Presentations
Integrate with Other Services
- Formstack and WebMerge Billing
- Exporting Documents to Formstack
- Kintone Integration
- QuickTapSurvey
- POWr Form Builder
- SuiteCRM
Delivery Options
- Podio - Delivery
- Amazon Web Services S3
- InsureSign
- Salesforce- Setting up as a Delivery
- Zoho Sign
- Stash
Data Routing
Data Capture
WebMerge for Salesforce
- Video/Demo: How to Generate Documents in Salesforce.com
- Complete Installation and Setup Guide
- Add Support for Salesforce and Custom Objects
- Merge Mappings From Custom Programming (APEX)
- Automatically Generate Docs with Process Builder
- Working with Child Relationships