Generate Documents

SpringCM - Bulk Metadata Import
Bulk Metadata Import, an action possible through use of a Smart Rule, enables SpringCM Administrators to assign unique attribute values to up to 500 SpringCM docu...
SpringCM Document Attributes
A SpringCM attribute group contains a set of attributes (or metadata) that are applied to SpringCM documents. These are values that administrators create and defi...
Document Annotation Using SpringCM Pinpoints
The Document Annotation feature, also known as pinpoints, enables users to add comments to documents without changing the content of the document itself.
SpringCM - XPath Expressions
An XPath expression is used to dynamically generate folder structure and metadata versus hard coding.
SpringCM - Split PDF
The Split feature, located in the Documents workspace, enables you to divide one PDF into multiple PDFs without altering the original PDF.
SpringCM Document Generation: Word Template Merge Tags
The XML merge tag syntax is supported by the SpringCM merge engine and SpringCM Document Generation.
SpringCM Merge as PDF
The Merge as PDF feature, located in the Documents workspace, lets you to merge two or more PDFs into one document.
SpringCM - Auto-Save and Recover for Forms
SpringCM auto-saves Document Generation forms every 60 seconds so you can return to in-progress changes later.
Email SpringCM Documents
You can attach documents in SpringCM to emails that are sent using SpringCM's email system.
Edit a SpringCM Document
The Edit Document action lets you easily version a document without using the Check-out and Check-in features.
SpringCM - Edit Submitted eForms
eForms replace paper processes with Web-based forms.
SpringCM - Change eForm Submission Availability
All eForms need to be enabled using the "Allow Submission" option in SpringCM. Creating an eForm does not automatically ensure that the eForm is ready for submiss...
Edit SpringCM eForms
SpringCM eForms enable you to replace paper processes with Web-based forms.
Create an Envelope - DocuSign Gen for Salesforce
You can send an envelope with a click of a button using template configurations in DocuSign Gen.
DocuSign Gen for Salesforce User Guide (PDF)
DocuSign Gen for Salesforce lets you generate one or more documents in Salesforce with one click using template configurations that have been set up by your Gen a...
DocuSign Gen for Salesforce Admin Guide (PDF)
This guide shows you how to install and set up DocuSign Gen for Salesforce.
SpringCM - New Document Preview
The new Document Preview has been made generally available for all Production accounts as of 9/20/2019.
SpringCM - Create and Manage Attribute Groups
A SpringCM attribute group contains a set of attributes (or metadata) that are applied to SpringCM documents. These are values that administrators create and defi...
SpringCM - Add Attributes to Documents
Your SpringCM Super Administrator may have created one or more Attribute Groups which can be used to apply attributes to documents. By applying attributes to docu...
SpringCM - Auto Number Attribute
The SpringCM Auto Number Attribute is used to automatically assign a unique identifier to a document in SpringCM, eliminating the need for manual entry, avoiding ...
SpringCM - Cascading Attributes
SpringCM Cascading attributes are dropdown attribute fields within an attribute group where the valid values presented in the drop down are determined based on an...
SpringCM - Dynamic Attribute Dropdowns
SpringCM Dynamic Attribute Dropdowns are dropdown attribute fields within an attribute group where the valid values presented in the drop down are dynamically gen...
SpringCM - Dropdown Attributes and Multiselect Attribute Fields
Document Generation forms have the option to include a SpringCM Multiselect Attribute Field that you can link to a dropdown attribute.
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