Document Selector Archives

Skip to content

Home
Features
Industries
Company
- About Us
- Careers
Resources
Partners
Academy

Home
Features
Industries
Company
- About Us
- Careers
Resources
Partners
Academy

Request a Demo

GET STARTED

Install, Setup & Register
Create Your First Document
Full Sales Cloud in minutes

PDF BUTLER BY CONFIGTYPE

Single
TITLE
PARAGRAPH
TABLE
TABLE_ROW
TABLE_BLOCK_NON_EMPTY_LIST
TABLE_ROW_NON_EMPTY_LIST
TEXTAREA
Criteria
SINGLE Criteria Rules
CONDITIONAL SECTIONS
PICTURE
PICTURE TO URL
Mergefield replace actions
Barcode & QR-code generator
RICH_TEXT
RICH TEXT PICTURES
DOCUMENT_V3
SINGLE_FOR_FORMULA
CONTENT_CONTROLLER
ROWS_CONTROLLER
Combining CONTENT_CONTROLLER & ROWS_CONTROLLER
SIMPLE COLUMN REPEATER
PDF Butler – Complex Column Repeater (Repeat Columns and Rows)
INLINE REPEATER
SINGLE ConfigType Text Formatting
FORM_CHECKBOX
ADDITIONAL_DOCS
TEXT WATERMARK
LINK
COLOR_CELL/COLOR_ROW

PDF BUTLER BY DATASOURCE

SINGLE DataSource
LIST DataSource
Overview of the SOQL Builder
Static Values
PICTURE DataSource
KEYVALUE
Report DataSource
Filtered DataSources
Late Binding Dynamic Pictures
Full SOQL Power
Rollup summaries
Nested (Parent-Child) DataSources
Picklist translations DataSource

PDF BUTLER LIGHTNING COMPONENTS

CONVERTOR – PDF Butler Convert Component
PRE-VIEWER – PDF Butler Previewer
Inline Edit (or Live Edit)
Lightning Quick Action Previewer
Lightning Convert Component
Translating DocConfig names for the Convertor Component
CLASSIC BUTTON
DOCUMENT SELECTOR
DocConfig Selector – logic by flow
Dynamic Selector

PDF BUTLER PACKS

Lightning Flow Action – Convert DOCX to PDF
Create PACK with additional DocConfigs
Actionable AUTO_EMAIL
Actionable EMAIL_DOCCONFIG
Actionable EMAIL Quick Action
Actionable SIGN Butler
Actionable DocuSign
Actionable AdobeSign
Actionable run APEX Class
Actionable Get Thumbnail
Actionable Get Thumbnail URL
Quick Chart Setup
Peppol Invoicing for Salesforce – Setup & Configuration Guide

PDF BUTLER SALESFORCE AUTOMATION

Lightning Flow
Process Builder
Call PDF Butler via a Button
Lighting Flow introduced variables
Call PDF Butler from APEX
PDF Butler APEX API documentation
Use Apex to Add SFDC Files to the Document – Handle Files via API
PDF Butler Aura example with previewer and download
PDF Butler Lightning Web Component (LWC) example with previewer and download
Call PDF Butler via a LWC Quick Action
Use APEX to Add Datasources
Permission Set Groups
List View Button
Call Flow on AFTER Actionable
Lightning Flow Action – Convert DOCX to PDF
Retrieve Images From SharePoint to Use in Document Generation
Apex Actionables – BEFORE But After DataSources (BEFORE_BUT_AFTER_DATASOURCES)

PDF BUTLER FOR SALESFORCE CPQ

Multi-level CPQ products
Using CPQ Groups

PDF BUTLER FOR SALESFORCE FIELD SERVICE LIGHTING (FSL)

Field Service Lightning (FSL) – Service Report
Field Service Lightning (FSL) – Embedded SIGN via FSL App

PDF BUTLER DEPLOYMENT

Deployment – Agile Project Development
Deployment
Deployment – Doc Config Migration Wizard
Setup new environment (Salesforce.com Org)
Deployment – Command Line Interface (CLI) via SF CLI
Update a Butler App in Salesforce
Doc Config Backup and Restore for Admins

PDF BUTLER BY SALESFORCE PRODUCT

Service – Case Articles
Multi-currency Org
Community / Experience Cloud – Partner & Customer

PDF BUTLER BY DOC CONFIG

MAIN WORD / PDF
TEMPLATE WORD
EXCEL Generator
STATIC PDF
TABLE COLUMN REMOVER
EMAIL
PDF FORM FILLER
CSV – Character-separated value
PPTX – Powerpoint
E-INVOICE ZUGFeRD

PDF BUTLER TIPS & TRICKS

Checkboxes – how to show checked and unchecked boxes
Watermarks, show and hide the watermark in MS Word
Page Repeat – Print the same page for every record
Dynamically load templates
Auto-numbering
Get rid of white-spaces
Home page component
PDF/A
Approval History component
Handling MultiSelect Picklist values
Conditional Formatting
DocConfig Document Override
MS Word Sections
PDF Butler Usage Statistics
PDF Butler Async Delivery Option and After Actionables
PDF Butler Data Inspector (Butler Inspector)
Define your own styles for Hyperlinks
Enable Track Changes when generating a DOCX file
BEFORE Actionable to remove and flatten(print) form-fields
Delivery Options
Dynamic PDF Passwords
Use Word Template with Embedded Fonts (Custom Fonts)

Multi-language, multi-locale, multi-currency, multi-template or multi-branding

Multi-language, multi-template or multi-branding, just add Alternatives!
Picklist translations DataSource
Formatting by customer or user locale
PHONE Number Formatting
Custom labels
Multi-currency Org
Salesforce CPQ Product Translations/Localizations

PDF BUTLER FAQ

FAQ: why do I get error: “Argument 1 cannot be null”
FAQ: How do I assign Licenses?
FAQ: How do I Grant Login Access?
FAQ: Does PDF Butler work on a Scratch Org?
FAQ: When opening the PDF Butler config-screen, I get redirected to the home-page?
FAQ: Can we handle Library Files?
FAQ: Can we handle Encrypted Fields?
FAQ: Password reset or Forgot Password?
FAQ: How to add a SOQL Parameter By Actionable?
FAQ: Why Emails send from Salesforce end up in SPAM folder?
FAQ: How to lock / Encrypt a PDF after generation?
FAQ: Can we support Arabic and Right-to-left script?
FAQ: How to fix “NO_MASS_MAIL_PERMISSION, Single email is not enabled for your organization or profile”?
Address Label Creator
FAQ: Can we store a file in an AWS S3 bucket?
FAQ: Can I get the list of Alternatives in Salesforce
FAQ: Have a textbox fixed to the bottom of the last page
Best Practices For Templates

PDF BUTLER Example Use Cases

Gift Card Use Case

BULK BUTLER

BULK Butler – Initial Setup
BULK Butler – Run Actionables for each record
BULK Butler – Launch batch from APEX
BULK Butler – Flow Introduced Variables
BULK Butler – Bulk Document Creation from a Salesforce Report with optional saving to SharePoint Folder

FORM BUTLER

Install & Setup
End-2-End Setup and Demo
Create DataSources for Document
FORM Butler Requests – Related List
FORM Butler Requests – Control Who receives the Email
FORM Butler Requests – Lightning Email
FORM Butler Document Setup (From Main Word Document)
FORM Butler TEXT form-field
FORM Butler TEXTAREA form-field
FORM Butler DATE form-field
FORM Butler PickList form-field
FORM Butler Dependent PickLists
FORM Butler NUMERIC form-field
FORM Butler CHECKBOX form-field
FORM Butler Related Lists
Create Email DocConfig
FORM Butler – request electronic signature
FORM Butler – Create or Update Records via Flow
Form Butler – Screen Flow Inline Editor
FORM Butler – Fine-grained upload of documents
FORM Butler – Generate Public URL/Link
FORM Butler – Notify Button
FORM Butler Document Setup (From Static PDF)
FORM Butler – Custom validation messages
FORM Butler- Page Translations
Conditional Form Fields (also used in SIGN Butler)
Flows and FormButler

SIGN BUTLER V2

SIGN BUTLER V2 – the complete guide.
SIGN BUTLER V2 – Setup, Register & config steps
SIGN Butler V2 – Sign Request Info Component
SIGN BUTLER V2 – Custom Lightning Email Templates
SIGN BUTLER V2 – Use VisualForce page as PDF document to sign
SIGN BUTLER V2 – Certificate of Completion (CoC)
SIGN BUTLER V2 – Migrate SIGN Request Template between Salesforce Orgs
SIGN BUTLER V2 – Custom Branding
SIGN Butler V2 – Expiry overview – Reminder, Warning and Expiration mails from batch jobs
SIGN BUTLER V2 – Custom emails with extra email fields
SIGN BUTLER V2 – Receivers
SIGN BUTLER V2 – Form Fields
SIGN BUTLER V2 – Signing URL Expiration
SIGN BUTLER V2 – After Signing Actionables
SIGN BUTLER V2 – Reassign from the SIGN Request record
SIGN BUTLER V2 – Reassign by the Signer
SIGN BUTLER V2 – Redirect a Signer to a URL after completing the SIGN Request
SIGN BUTLER V2 – Open SIGN Request directly
SIGN BUTLER V2 – Signing page translations
SIGN BUTLER V2 – Dynamic number of signers
SIGN BUTLER V2 – API Overview
SIGN BUTLER V2 – Parallel Signing
SIGN BUTLER V2 – Manual SIGN Request
SIGN BUTLER V2 – Postman documentation
SIGN BUTLER V2 – SIGN Request Sharing Rules
SIGN BUTLER V2 – Upload Image For Signing
SIGN BUTLER V2 – Bulk Signing – My Pending SIGN Requests
SIGN Butler V2 – Sign Now
SIGN BUTLER V2 – In-Person Signing
SIGN BUTLER V2 – Control the FROM address for SIGN Butler Emails
SIGN BUTLER V2 – Add Approvers, Signers, Receivers and Fillers via Flow
SIGN BUTLER V2 – Stand Alone
SIGN Butler V2 – Download unsigned document from SIGN Request page
SIGN Butler V2 – Control SIGN Request actions by User
SIGN Butler V2 – Chained SIGN Requests
SIGN Butler V2 – Document Filler
SIGN BUTLER V2 – Upload documents
SIGN BUTLER V2 – Embedded Sign
SIGN Butler V2 – Embedded SIGN via Actionable (from Add-on package)
SIGN Butler V2 – Expire or Revoke via Flow
SIGN Butler V2 – SIGN By SMS OTP
SIGN Butler V2 – Forward to Manual SIGN
SIGN Butler V2 – Pagination in signing UI
SIGN Butler V2 – Set Email Logging Activity on SIGN Request Template
SIGN Butler V2 – Witness signer
SIGN Butler V2 – Group Signing
SIGN BUTLER V2 – iDIN signer identification for the Netherlands
SIGN Butler V2 – Qualified Electronic Signature (QES) – ItsMe
SIGN Butler V2 – Qualified Electronic Signature (QES) A-Trust (Handy-Signatur / ID Austria)
SIGN Butler V2 – Control SIGN Request actions by User
SIGN Butler V2 – Print SIGN Request Id on each page of each document
SIGN Butler V2 – Common mistakes – part 1
SIGN Butler V2 – Common mistakes – part 2
SIGN BUTLER V2 – Add a Redirection URL when a Sign Request is Rejected
SIGN BUTLER V2 – Custom Behavior on the Signing Page
SIGN BUTLER V2 – Enable initials within a Sign Request
SIGN BUTLER V2 – Approver Stakeholder Role
SIGN BUTLER V2 – Send Sign Email with Recipients in CC
SIGN BUTLER V2 – Retrieve SIGN Request Signer (Stakeholders) details via FLOW
Redirect To Manual Sign with Pre-Populated Data