Yes, you can. Go to the "Basic Details" tab and change the page orientation in the page configuration.

No, watermarks aren’t supported in the simple template. You can use the Google Doc template for this feature, as it’s more advanced.

Yes, you can adjust the page size, orientation, and margins in the page configuration.

Template defaults are used to create documents with a single click for the selected template by creating a new button.

Not yet, but this feature is planned for future updates.

Yes, you can insert a page break using the toolbar or by pressing Ctrl+Enter (Command+Return on Mac).

Yes, formatting will be the same in PDF and DOC formats.

You can add them through the "Header" and "Footer" tabs.

The trusted URL may take up to 15 minutes to take effect. Try logging out and back in.

It lets you customize the CSV, including selecting fields, applying filters, sorting records, and setting limits.

Yes, hold the Ctrl (or Cmd) key and click on the fields you want to select.

Use filter numbers with AND/OR operators and parentheses to create custom logic. Only AND/OR operators are allowed.

The first field has the highest priority, and the priority decreases as you go down the list.

You can set up to 1,000,000 records.

It allows you to update the template name, description, status, and import the list view.

Select the parent object from the drop-down next to the field search bar to add its fields.

The section will reset to its default settings, clearing any changes.

Unsaved changes will be removed, and the section will revert to the last saved version.

An empty value would be displayed.

You might be logged in to a different Google account in your browser.

You can only see documents created through the DocGenius application.

Yes, changes are saved to the original Google Doc in real-time.

No, deleting or cloning the template does not affect the original document in Google Drive.

No, the preview will show the document in pages, like a regular PDF.

Yes, you can create more than one template from the same document, but it is not recommended as changes in one template will affect the other.

No, there's no size limit for the document.

You may not have the necessary permissions to edit it.

Address and geolocation type fields are not supported.

Click on the 3 dots next to the field in the key mapping component to format.

You can add images up to 30 MB. If your image size is more than 30 MB, it will not display in the image section.

Yes, we can merge other simple templates into the current template. However, the source object of the merged template must be the same.

General fields display dates as per the org's default timezone. If you want to change, you need to change the org’s timezone.

Doc Genius allow you to insert a maximum of 10 tables.

No, you can display child records only in the form of tables.

Currently, we have a limitation of uploading files up to 35 MB, and 10 MB for AWS integration without named credential.

Uploads take a few minutes. Check your email for any errors.

Make sure you have integrated GoogleDrive org-wide to upload files into GoogleDrive.

Make sure your integration is active and that the document is as small as possible.

Go to Setup > Object Manager > Select Object > Buttons, Links, and Actions > Select Button > Edit.

You can only name the button during creation. To rename it later, go to the setup and edit the button label.

Enter addresses directly into the "To" field, and click "CC" or "BCC" to add those addresses.

The data will update, but the list view won’t import, and you’ll receive an error if you try to update the list view.

At least one document type must be selected when generating documents or creating a default button.

After selecting email as the output channel, choose an email template from the dropdown. The subject and body will auto-fill. Deselecting the template allows you to manually enter the email body.