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
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
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
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
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