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”.
4) Make sure the license for PDF Butler is assigned to the community user.
