• What are the best practices for legally binding documents?

    We live in a world where we want a global view of the customer but not everything really belongs in a CRM. The release of Doc Merge and its integration to Docusign would suggest that Sugar customers are using Sugar to generate legal documents for the…
  • DocMerge fails when data contains an ampersand

    We have Word documents as templates for DocMerge. The merge produces DOCX files that Word cannot read. Some versions of Word give a helpful error message that specifies an illegal character in word/document.xml Unzipping the DOCX and viewing the…
  • How to call DocMerge from a Hook ?

    Hi guys, does one of you already try to call DocMerge from a Hook (or similar code context) ? Of course I know it can be done through BPM ; but what we want to do can be trigger and handle using BPM. Also, I would like to see if error handling…