Hello,
I am having an issue with sending a document from a work flow and having the document populate data from the Quote entity. The work flow triggers with the document as an attachment but will not populate the data. I created the document using mail merge in order to get all of the delimeters and fields assigned. Then I saved the document and attached it in an email template which is part of the work flow. Is their a step that I am missing and a reason why the document is not pulling the data from my quote entity.
Thanks