On January 20th, we had our Sugar User Group Meeting focused on Sugar Document Automation (wDocs).
Make sure to mark your calendar for our next User Group meeting on March 15th.
A huge thanks to everyone who participated in this meeting! Below is the video recording from the meeting, general notes as well as the questions & answers.
Still have more questions about wDocs or Sugar? Feel free reach out to our team here, and we’ll be happy to answer!
Our next meeting topic will be sent out at the beginning of March in our newsletter along with a separate invite.
In the middle of December, The MS Outlook Plug-in was updated to version 2.1.0 and a number of new features and enhancements were added including:
wDocs is compatible with all Microsoft Word version that can generate a .docx.
wDocs does not work directly with Google Docs. However, you can create and modify templates in Google Docs and download as a Microsoft Word (.docx) file that can be imported into Sugar.
There are many other products available on the SugarExchange that also allow for document generation. wDocs is different in that it does not have any dependencies (for example IntelliDocs requires WebMerge in addition to Sugar to work).
In order to limit or lock specific areas of a Word document that is generated would depend on how the template is prepared. If you are able to lock certain areas of the template or use macros to enable this behavior, this would work.
In order to use wDocs, you have to merge from a Sugar 7 module but if some of the modules are backward compatabailte then you are able to grab data from them.
As of this webinar, we have only tested wDocs with Sugar 7.6+, but will be working to test on 7.5 as well.
Yes, validation can be added to skip over certain related records. For example, if you are merging in Contacts or Opportunities and only want to see Open Cases or Opportunities you have the ability to filter them so that you only see a particular item.
Right now exporting to a PDF is a custom option that will soon come as standard in 1-2 months. If you would like this added right away, please let us know and we make sure you have this integration.
Yes, wDocs has been tested with the Mac version of Microsoft Office and it is compatible.
Right now there is not, however in a few weeks we will releasing an update that instead of downloading the document directly to your desktop it will be inserted directly as a related document in the current module and will support revisioning. For example, if the document has already been merged once and then is merged a second time, it will merge it into the same document but as a new revision.
Yes, wDocs can go multiple levels out, crawling the entire Sugar system.
Right now we are only releasing wDocs to W-Systems customers. If you have any special requests, you can get in touch with us, and we can figure out a way to get you access.
No it does not.
Yes, we intend to make this available through other Sugar partners with a referral program setup so that partners can be compensated.