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FT Generate Document

Business Background

Use the FT Generate Document button in Salesforce to trigger document generation and emails. The FT Generate Document button is part of the Titan package in Salesforce. The button is created automatically when you install the Titan package. You just need to add the button to the object (such as Account or Opportunities) where you need it.

Titan Solution

Titan lets you generate a document in Salesforce. When you click on the FT Generate Document button in Salesforce, the templates you have permission for are shown in a modal.