Generate a Document using the RecordID

Business Background

Titan Docs supports generating documents with the option to publish with Salesforce records for your convenience, providing a business the advantage of fully automated workflows.

Titan Solution

Admins can configure a generated document to use records from Salesforce easily with one click.

Publish a document using RecordID.

How to Guide

To add a RecordID, do the following:

1. Add a condition where the object equals Other. 
2. Type RecordID in the field and click the Save button. This will prevent you from getting the confirmation message.