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Automated Attachments for Automated Documents – Easy as ABC

What if you could set certain pdf attachments to be automatically added to a document every time a user presses the document generation button in Salesforce? What if you could do that with just a couple of clicks?

Documill Dynamo allows you to do just this as a Salesforce admin – see how in the video below.

Why not try it out yourself for free? Just go and get Documill Dynamo and open one of the sample templates. Then click Settings, Attachments and choose the appropriate library in the Attach PDF files from library field.

To see the results, click Test in the top menu. Easy as ABC, isn’t it?

By | November 22nd, 2017|