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Enterprise & Sell Answers & Best Practices DocMerge relating to source module

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DocMerge relating to source module

Ross Page over 1 year ago

Hi,

I am using DocMerge against a custom module and have added a relationship to the Documents module.

Should DocMerge be able to relate documents to custom modules?

Ta,

Ross

0 Damien Pochon over 1 year ago

Hi Ross Page

Yes indeed. We've successfully implemented DocMerge on a custom module. There was a permission issue on Sugar Cloud but that was fixed a few weeks ago.

Best regards,

Damien Pochon

CRM & Digital consultant @ ITS4U Group
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0 Ross Page over 1 year ago in reply to Damien Pochon

Hi Damien,

Thanks for your response. Does the generated document relate back to the custom modules record? for example, i have a custom 'Invoices' module and have added a relationship to Documents, when I run a DocMerge in an 'Invoice' record, the generated document doesn't relate back to the 'Invoice' record.

Ta,

Ross
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