General

Tips & Tricks

• Debug Mode
• Loop through a list of items
• Conditional Sections (if / else)
• Formatting Your Data
• Field Map
• Calculations
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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
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Integrate with Other Services

• Formstack and WebMerge Billing
• Exporting Documents to Formstack
• Kintone Integration
• QuickTapSurvey
• POWr Form Builder
• SuiteCRM
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Delivery Options

• Podio - Delivery
• Amazon Web Services S3
• InsureSign
• Salesforce- Setting up as a Delivery
• Zoho Sign
• Stash
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Data Routing

• Attach or Combine Remote/Uploaded Files
• Combine Multiple Documents
• Create Multiple Documents

Data Capture

• Build a Data Capture form

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
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Stash (Cloud Storage by WebMerge)

• Create Stash API Key
• Customize File Tags and Description
• Update File / Folder Permissions

Info & Announcements

• Contacting the Documents Team by Phone
• Track Document Changes with Version History
• Add Multiple Users to Your Account
• Merge DOCX to PDF
• Organize Your Documents With Folders
• Timezone Support
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Webinar Series

• Generating Documents from Salesforce Records Using WebMerge