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Easily collect and update Salesforce records.

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Generate personalized, branded documents with one click.

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Automate bulk documents at scale.

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Send and sign documents directly from Salesforce.

COLLABORATE

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Keep every document organized and connected.

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Use AI to speed up document work.
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Financial Services

Automate client agreements, policy documents, and reports with full compliance.

Manufacturing

Generate proposals, line cards, and product sheets directly from Salesforce in seconds.

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Manage patient intake forms, consent documents, and care plans without leaving Salesforce.

Non-profit

Automate grant proposals, donor agreements, and impact reports effortlessly.

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Streamline enrollment documents, certificates, and reports across your institution.

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COLLABORATION BUTLER for SHAREPOINT

Setup and Config
Overview on dynamic site, library & folder config
COLLABORATION Butler – Create folders and subfolders automatically
Overview of other configuration options
COLLABORATION Butler – Multi-Tenants for SharePoint
PDF Butler integration
COLLABORATION Butler – Actionable Upload To SharePoint
COLLABORATION Butler – Actionable Upload Large Files To SharePoint
COLLABORATION Butler – API Overview
COLLABORATION Butler – Update SharePoint MetaData Columns
COLLABORATION Butler – Directory Change Control Field
COLLABORATION Butler – Show SharePoint MetaData Fields
COLLABORATION Butler – Before And After Autolaunched Flows
COLLABORATION Butler – File Action
COLLABORATION Butler – MS Teams Chat Message
COLLABORATION Butler – Filtering files and folders
COLLABORATION Butler – Component Subtitle
COLLABORATION Butler – Working with Teams, Channels and O365 Guest Users
COLLABORATION Butler – Auto move Salesforce Files to SharePoint
COLLABORATION Butler – Email Composer
COLLABORATION Butler – Community / Experience Cloud Component
COLLABORATION Butler – Create Folders and Subfolders via Flow Action
Collaboration Butler – Retrieve Files from SharePoint and Merge Use Case

COLLABORATION Butler for Google Drive

COLLABORATION Butler – Auto move Salesforce Files to Google Drive (GDrive)
COLLABORATION BUTLER – ACTIONABLE UPLOAD TO GOOGLE DRIVE

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COLLABORATION BUTLER for SHAREPOINT
Setup and Config

Setup and Config

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Contact our Support department for all COLLABORATION Butler setup documentation, we will respond immediately: support@pdfbutler.com

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Updated on 17 August 2023

Collaboration Butler – Retrieve Files from SharePoint and Merge Use Case Overview on dynamic site, library & folder config

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