Can I merge images into a document?

Images can be merged into merge documents. There are two supported methods for this:

  1. Merge a URL into a merge field that is formatted to display the image behind the URL
    1. This URL must be a publicly available URL so that Apsona can use it. Internal Salesforce links or cloud storage locations (like Google Drive or OneDrive) will not work because they require a login step.
    2. This article describes this method.
    3. Note the required syntax for the merge field: mergeFieldName@IMAGE,W=nnn
      1. This merge field format allows you to control the size of the image
  2. Reference images saved as related Salesforce Files
    1. This approach allows you to reference images that do not have a public URL
    2. This article describes this method. This video provides an overview
    3. You can use the same merge field syntax mentioned above which allows you to control the size of the image

Unsupported methods for inserting an image:

  1. Merging a formula fields that displays an image
    1. While this approach may work, you do not have control over the size of the image.
  2. Merging a rich text field that includes an image
    1. Rich text fields are not fully supported by Apsona.
    2. You do not have control over the size or orientation of images displayed within rich text fields