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When clicking on the “1. Request Trial Subscription” button, automatically a new trial subscription for this Salesforce instance gets created automatically which allows for the creation of 100 documents and is valid for 3 months.
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If a corresponding subscription is found for the entered (hidden) settings token and url, the subscription start and end date, the max quota and used quota gets displayed as well as the information whether the subscription renews automatically (canceled = false) or not (canceled = true).
All the attributes entered on this setting screen will be used as default value for each document created using this setting. Those values can be overriden by on the template record (See ….).
The attribute “Only Server Side Callouts” exists only this settings entry. If checked, IdealDoc will route all request for document creation and document status queries through the Salesforce server. This might be needed for environments where client side calls to the IdealDoc endpoint are not permitted by security restrictions.
Create an Example Template
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