Structure of DocuBuilder URL

The DocuBuilder URL for Salesforce consists of:

• The DocuBuilder URL. This can be found in DocuBuilder Settings under Settings > Environment Settings. (https://xxxxx.platform.documizers.com/DocuBuilder - Replace xxxxx with your own customer code)

• A slash (/)

• The text: EntrySalesforce.aspx

• A question mark, followed by one or more variables. Multiple variables are separated by the & sign

Possible variables

• Mergefield={!SalesforceObject.Veldnaam}
  
  

  https://xxxxx.platform.documizers.com/DocuBuilder/EntrySalesforce.aspx?ContactId={!Contact.Id}

  
  The merge field is the Documizers field name from the data connector. After the = sign come an opening block bracket and an exclamation point, immediately followed by the name of the Salesforce object and the field name associated with the object to be passed to DocuBuilder. The Salesforce object and its associated field name are separated with a period. At the end is closed with a block bracket close.

• TemplateId=OfferteGreenLeafGifts
  This variable launches the DocuBuilder template with Link code QuoteGreenLeafGifts. Only document profiles linked to this template can be selected. The Link code of the template can be found in the Template Manager (in Word) via the Properties of the template:
  
  

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• DocumentProfileId=SalesforceContactEmail
  This variable starts the document profile with Link Id SalesforceContactEmail. Only documents linked to this document profile can be selected. The Link Id of the document profile can be found in DocuBuilder Settings under Document Profiles > Document Profiles in the Link Id column:
  
  

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• TemplateCategories=Accounts
  This variable displays only templates that are linked to the category with Link Id Accounts. The Link Id of categories can be found in DocuBuilder Settings under Document Profiles > Categories in the Link Id column:
  
  

   

Combinations and examples

The different variables can easily be combined with the & sign to make it as easy as possible for DocuBuilder's end users. In the examples below, replace the text https://xxxxx.platform.documizers.com/DocuBuilder with your own DocuBuilder URL (found in DocuBuilder Settings under Settings > Environment Settings).

• Select everything manually
  Launch DocuBuilder where everything is chosen manually (template, document profile and associated data from Salesforce).
  
  

  https://xxxxx.platform.documizers.com/DocuBuilder/EntrySalesforce.aspx

   

• Select document profile only
  Launch DocuBuilder with template with Link Id 321, leaving only the document profile to be chosen. When the URL is clicked from an Account page in Salesforce, the merge field AccountId is populated with the Salesforce field Account.ID.
  
  

  https://xxxxx.platform.documizers.com/DocuBuilder/EntrySalesforce.aspx?AccountId={!Account.ID}&TemplateId=321

   

• Choose template only
  Start DocuBuilder with document profile with Link Id 1, leaving only the template to choose. When the URL is clicked from a Contact page in Salesforce, the merge field ContactID is populated with the Salesforce field Contact.ID.

   

• Everything predetermined
  Start DocuBuilder with template with Link Id 321 and document profile with Link Id 1. No other template or document profile can be selected. When the URL is clicked from a Quote page in Salesforce, the mergefield QuoteId is populated with the Salesforce field Quote.ID.
  
  

   

• Document profile and category predetermined
  Start DocuBuilder with document profile with Link Id 1, choosing only templates with category Link Id OffersSales. When the URL is clicked from an Opportunity page in Salesforce, the OpportunityId merge field is populated with the Salesforce field Opportunity.ID.