Up till now, when creating a template in the FormTitan Word Add-in for Salesforce, you needed to use the filter to pull suitable records for testing your document with the “Preview” option. However, the filter you set was not saved and you had to reset it each time you opened the document.
In this version, we’ve decided to save the preview filter so you guys don’t have to configure it again each time.
* ...And again - thank you Neta G.!
Enjoy!
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