![]() ![]() The next page should be the layout builder and you’ll want to click the buttons section in the top bar, then drag the button you created down into the Custom Buttons section on the page. To do this, click the Page Layout link on the left under Customize > Contracts, then if needed, click the edit link. Go ahead and save the button and we’ll move onto adding the button to your Detail Page layout for your Contracts. Name or Email) and then after the = sign you will put the field (using the Insert Merge Field dropdown above the box). This is very similar to adding the _use_get=1 that you added above, except you are going to use the name that you used in your document (ie. And if you want the PDF to open up right away (so you can save to computer), then you’ll want to add “&download=1” to the URL as well. ![]() You’ll want to add “&_use_get=1” to the URL so that Formstack Documents looks for the variables in the URL. There is a little more information we need to add to the URL before we start adding the fields. Go ahead and paste that URL into the big box. Remember when I said to copy that Merge URL from the document you setup? Here is where we need it. This is the most technical piece – setting up the URL to send the information to Formstack Documents. Go ahead and fill out the information on the form (button label, name, etc) – you’ll want to choose Detail Page Button for the Display type and to open in a new window. ![]() On this step you’ll setup the button and map the information that you want to go over to Formstack Documents. To do this, click the New Button or Link button. Next, let’s create a new Button that we’ll place on the “detail page” of each contract. To do this, you’ll want to go to the Apps and Administrator Setup page (usually under the dropdown when you click your name in the right corner) and click the Customize > Contracts > Buttons and Links. Now, let’s jump into Salesforce and setup the button that is going to send the information from your Contract object to Formstack Documents. Copy that URL, we’ll need it here in a second. On the Merge page, you’ll see the Merge URL. After you have setup your document (added the field placeholders), let’s go to the Merge tab. ![]()
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