FT Generate Document – Edit

Business Background

Use the FT Generate Document button in Salesforce to trigger document generation and emails. Add a personal touch to the document before you send it.

Titan Solution

Titan lets you generate a document from a template. You can edit the document in Salesforce before attaching it to a record, downloading it, or sending it via email. You can, for instance, add or change text, images or tables, or the font family or color.

How to Guide

1. Click the FT Generate Document button.

2. Click the Edit icon. The document is generated, bringing all the dynamic data to the template, and opened as an editable document.

3. Use the options at the top and right to make changes to the document. The Titan document editor opens. 
   • Add images, tables, links, bookmarks, etc.
   • Change the text or paragraph formatting using multiple options.

4. Use the icons in the top right corner to do the following with the edited document:
   • Download
   • Print
   • Attach to the Salesforce record