Recent changes
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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
| N 19:00 | Changelog 3B CLM v5.1 diffhist +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") | ||||
| 18:16 | Changelog 3B CLM v5 diffhist +442 Admin talk contribs (→Post-Upgrade Actions) | ||||
18 November 2024
| 23:08 | User creation log User account 3bWizard talk contribs was created | ||||
| N 07:46 | 3B Onboarding version 6.11 changelog diffhist +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") | ||||
| 02:03 | 3B Portals & Mobile App version 1.32 changelog diffhist +113 Admin talk contribs | ||||
17 November 2024
| 17:39 | User creation log User account Maxx Beage talk contribs was created | ||||
15 November 2024
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N 05:31 | Changelog 3B CLM v5 2 changes history +4,618 [Admin (2×)] | |||
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05:31 (cur | prev) +75 Admin talk contribs (→Post-Upgrade Actions) Tag: Visual edit | ||||
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05:04 (cur | prev) +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 | |||
| N 05:15 | Customize Templates Behaviour and Labels diffhist +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") | ||||
| 05:14 | Upload log Admin talk contribs uploaded File:Template Settings New.png | ||||
| N 05:11 | Disabling Submission Form diffhist +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") | ||||
| N 05:09 | Multiple Submitters for 3B Templates diffhist +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...") | ||||
| N 05:05 | URL Merge Tags diffhist +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") | ||||