You can use PDF Butler directly from your Lightning Experience Cloud!
Common questions on using PDF Butler in a Community/Experience Cloud:
1) Assign The “PDF Butler User” and/or “SIGN Butler User” Permission Set to the User.
2) Make sure to configure the sharing rules on the PDF Butler objects for external users. Add these objects:
- Actionable – Public Read Only
- Data Source – Public Read Only
- Doc Config – Public Read Only
- PDF Butler Pack – Public Read Only
- Pack DocConfigs – Public Read Only
For SIGN Butler:
- Sign Request – Public Read/Write
- Sign request template – Public Read/Write
- Lightning Email Templates – Public Read Only
3) Make sure to add the System Permission “View All Custom Settings”. More info here
4) Make sure the license for PDF Butler is assigned to the community user
