Announcement

Collapse
No announcement yet.

Cover sheet

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Cover sheet

    I have uploaded a pdf for sending as a cover sheet with receipts but there is no file shown being there even though there is indication the the file is uploaded successfully, and the letter is not being sent with the electronic receipt.

  • #2
    Good day!

    This question is in the API Platform channel and as such your question is a bit confusing.

    Are you using the SOAP service or the FaaS forms?
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment


    • #3
      Sorry for posting in the wrong forum. We're using PaaS and easyPages Checkout page. The issue is that I have uploaded a pdf of a letter that we wnat to send as a cover sheet with receipts. I see an indication that the file is uploaded successfully, but no file name shows there and the pdf is not attaching to the receipts.

      Comment


      • #4
        Good day!

        May I have the WID of the checkout page you are using?

        I also moved this thread to the correct channel.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          Wid = 90367

          Comment


          • #6
            Good day!

            We tested the PDF attachment and it works without any issues in our test instance. We do not want to upload a dummy file in your system as your patrons will get it if they donate.

            Make sure to move to the next page when you upload the file as it needs to be saved. if you do not go to the end of the wizard the file will not be saved.

            Please test it and let us know. If it still does not work please send us the file by sharing it using Dropbox or other file sharing sites and we will test it for you.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

            Comment


            • #7
              That seems to have worked. Will have to wait for the next donation to be sure. I think I had failed to "go to next step" all the way to the end of the wizard. Thanks.

              Comment


              • #8
                Good day!

                It worked. We just did a $25 donation to your organization and it worked.. here is what we received in email:

                Click image for larger version

Name:	2015-12-31_14-26-31.jpg
Views:	10
Size:	117.1 KB
ID:	21268


                Please let us know if we can be of more help.

                & Happy New Year!
                Regards,
                Click & Pledge Support Department

                On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                Join us @ the educational webinars: https://clickandpledge.com/webinars/
                Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                Comment


                • #9
                  Thanks for the donation! And for your help. Happy New Year.

                  Comment

                  Working...
                  X