OneDoc Admin Manual
Thank you for selecting OneDoc for your document requirements. This admin manual applies to all OneDoc editions (Free, Flexible, and Ultimate). Please refer to the features that apply to each edition. Please contact us at support@onedoc.ca or support@biztbaa.com if you require clarification or assistance.
Proprietary & Confidential Information
The information contained in the document represents the current view of BizTBaa and is for information purposes only. BizTBaa reserves all right, title and interest in and to such materials. The terms, conditions, and information set forth herein are confidential to BizTBaa and may not be disclosed in any manner to any person other than the addressee, together with its officers, employees and agents who are directly responsible for evaluating the contents of these materials for the limited purpose intended. No part of this document may be reused or distributed without the prior written consent of BizTBaa.
Overview
OneDoc is yet another flagship app engineered and built by BIZTBAA. OneDoc automates documents, r...
Install OneDoc
Navigate to our Salesforce AppExchange 'OneDoc | Document Generation with eSign for Salesforce ...
JWT Token Exchange Authentication Setup
Salesforce is built from the ground up to protect your data and applications. OneDoc is a 100% na...
How to change expired Self-Signed Certificate
Your Connected App's Self-Signed Certificate will expire annually and must be renewed at that tim...
Setup Salesforce site for OneSign (eSign)
The OneSign configuration process necessitates the creation of a Salesforce Site where users can ...
Setting up an Email Template
As with any template, email templates can be an asset to productivity by streamlining your workfl...
OneDoc Settings
Please refer to the video for more detail and demonstrations on how each setting works: Go to ...
Send an email
In a given template that consists of a workflow requiring the sender's email, we have provided tw...
Setup of OneDoc Button, LWC in Lightning Pages
OneDoc document generation component can be used in Standard, Custom and Home Page. Based on the ...
Generate and Send Action LWC component
The new “Generate and Send Action” Lightning Web Component enables you to generate, compose, and ...
Create your first template
Creating a template is a 5-step process. Create a template record. Create the data source tha...
Workflow Automation with OneDoc
It's probably time to modernize if your organization still creates papers from scratch and relie...
Template Deep Clone
You will be able to deep clone the existing Template with all the data sources and document templ...
OneDoc Tagging Syntax
OneDoc templates are processed by referring them to a data source. Tagging in the template refers...
OneDoc API
OneDoc connector exposes generate method used in the class Generator. The exposed method can be u...
API Request Limits, Allocations and Charges
To maintain optimum performance and ensure that the OneDoc API is available to all our customers,...
Audit Trial
1) View the status of your initiated documents from the Documents Tab. Scroll down to OneDoc Audi...
Accessing Generated Documents
ContentDocument Link – object => select id,contentdocumentid from contentdocumentlink where linke...