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Salesforce

  • Installation and Configuration
    • Salesforce Classic
    • Salesforce Lightning
  • DaDaDocs PDF editor
    • Mini toolbar
    • Text
    • Hyperlink tool
    • Checkmarks
    • Signature
    • Date
    • Image
    • Erase
    • Highlight
    • Blackout
    • Arrows
    • Lines
    • Draw
    • Comments
    • Sticky notes
    • Text boxes
    • Spellchecker
    • Search
    • Settings
    • Fillable fields
    • Watermarks
    • Version control
    • Rearrange pages
    • Saving documents
  • Send documents by email
  • Share documents via a link
  • SendToSign: Request Signatures
  • LinkToFill: Host Fillable Forms
  • Audit trail
  • Get your documents signed with SignNow
  • Merge documents
  • Smart tags for documents
  • Templates
  • Shortcut Buttons for Templates
  • DocX / PptX templates
  • Shortcut button for DocX / PptX templates
  • DocX / PptX template syntax
  • Salesforce Process Builder
  • DaDaDocs Lightning component
  • S3 cloud storage
  • Uninstall
    • Salesforce Classic
    • Salesforce Lightning
  • Troubleshooting
    • Get the new DaDaDocs interface for version 4.0 after installing your Salesforce package
    • Fail to use DaDaDocs in Safari 12 or newer versions
    • Fail to access Admin Tools
    • Using DaDaDocs With Internet Explorer
    • How to Add Use DaDaDocs Button to Salesforce Professional Edition
    • How to Add Use DaDaDocs Button on Salesforce Lightning
    • Fail to connect Saleseforce user to PDFfiller
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This functionality is no longer available for newly installed DaDaDocs packages starting from v.4.0.

Note! After upgrading a DaDaDocs package to v.4.0 from v3.4, this functionality will remain unchanged and is relevant to the v.3.4 section of this user guide.

Updated over 4 years ago