Recent changes
Track the most recent changes to the wiki on this page.
List of abbreviations:
- N
- This edit created a new page (also see list of new pages)
- m
- This is a minor edit
- b
- This edit was performed by a bot
- (±123)
- The page size changed by this number of bytes
20 November 2024
- diffhistN Changelog 3B CLM v5.1 19:00 +276 Admin talk contribs (Created page with "== Fixes == * Generated Documents could have a non-white background which will present on the final PDF. This is rectified == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ7000000LP94 Category:3B Docs Changelog Category:3B Sign Changelog") Tag: Visual edit
- Changelog 3B CLM v5 18:16 +442 Admin talk contribs (→Post-Upgrade Actions) Tag: Visual edit
18 November 2024
- User creation log 23:08 User account 3bWizard talk contribs was created
- diffhistN 3B Onboarding version 6.11 changelog 07:46 +256 Admin talk contribs (Created page with "== Changes == * Better mobile view for user-documents - we have removed the "bell" icon and replaced it with a drop down button == Link == https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ5000000D4gC Category:3B Onboarding Changelog") Tag: Visual edit
- 3B Portals & Mobile App version 1.32 changelog 02:03 +113 Admin talk contribs Tag: Visual edit
17 November 2024
- User creation log 17:39 User account Maxx Beage talk contribs was created
15 November 2024
- Changelog 3B CLM v5 05:31 +75 Admin talk contribs (→Post-Upgrade Actions) Tag: Visual edit
- diffhistN Customize Templates Behaviour and Labels 05:15 +226 Admin talk contribs (Created page with "More labels and settings are now available on a 3B CLM template. Simply click on the cog-gear icon and customize the the behaviour of 3B Templates thumb|Template Settings Category:3B Docs") Tag: Visual edit
- Upload log 05:14 Admin talk contribs uploaded File:Template Settings New.png
- diffhistN Disabling Submission Form 05:11 +420 Admin talk contribs (Created page with "== Intro == If you have embedded fields on a Template but do not want users to complete them through the submission form, you can now use the new setting "Do Not Use Submission Form" from the Template's settings. Any embedded fields will have to be completed directly on the document. Note that the signature workflow (First Name, Last Name + Signature) will continue to be in the submission form. Category:3B Docs") Tag: Visual edit
- diffhistN Multiple Submitters for 3B Templates 05:09 +1,116 Admin talk contribs (Created page with "== Intro == Adding multiple submitters to a template requires that you pre-generate the document. Use the Template publisher and select the "Start collaboration" button. This will create a Redlining Request record against which you can add the submitters as Collaborators. Make sure to tick the Read Only checkbox if you do not want submitters to edit or interact with the document. Each collaborator needs to be assigned with an Order number. Each collaborator needs to a...") Tag: Visual edit
- diffhistN URL Merge Tags 05:05 +308 Admin talk contribs (Created page with "== Intro == Since version v5.0 of CLM, you can insert URL merge tags to a document. Simply create a merge tag and add it to your document, e.g. #{Params:myTagNameUnique} and then load the b3d__Document page with the new URL param myTagNameUnique=value. Make sure to URL encode the value Category:3B Docs") Tag: Visual edit
- diffhistN Changelog 3B CLM v5 05:04 +4,543 Admin talk contribs (Created page with "== New == * 3B Templates: This version is releasing a brand new template builder interface * 3B Templates: We have added the ability to embed URL Merge Tags to a 3B Template. This feature enables you to create a merge tag and pre-populate it from URL parameters. (DEV-39) * Contract Redlining: We have completely re-implemented the redlining solution. * 3B Templates: We now support Multiple Submitters for 3B Templates, just like 3B Sign. Simply assign a submitter...") Tag: Visual edit
