A free 30-day trial is available on our AppExchange listing. You can also try Maven Documents Test Drive to check product capabilities in a pre-configured environment.
¶ I know our company uses Maven Documents, but I can not see the app in Salesforce
You must be missing a license for Maven Documents. Ask your Administrator to assign it to you. More information can be found in our documentation.
¶ I upgraded my app to a new version, but new features are not visible in my org?
To keep the Salesforce setup (layouts, tabs, etc.) the way you already have it, we are not allowed to change the configuration in your org. Thus your team needs to read the Release Notes and add all the recommended fields, tabs, etc. to your current Salesforce setup.
¶ Can we have multiple Google Accounts connected to Maven Documents app with each user separately?
No. Currently, only one google account is allowed.
¶ Why am I not allowed to delete document requests in the current month?
We don’t allow deletion of the current month's Document Requests for two reasons. One of them is history tracking for document generation. Document request object holds information about generated documents and can be useful for troubleshooting any issues if they are present. Another reason to keep this month's Document Request is for us to calculate fair product usage for billing purposes.
¶ My other teammates can configure the templates and change document generation settings, why I don’t have this option?
The reason for that is likely the permission level you have. Maven Documents allow two sets of permissions - Admin and Standard. Only Admin can change document generation settings and template configuration. Contact your Administrator if you need your permissions to be updated. More information can be found in our documentation.
¶ It’s great that you can store generated documents as Salesforce files, but I am really worried about file storage limits in my org, what is the best way to handle it?
We understand your concern and we already took care of it! With Maven Documents you can send your files to a cloud and even place it in a specific folder if you want to. You can easily automate deletion of a Salesforce file with a Flow or Apex, if storage is a sensitive topic to you.