In this video we will show you how to use the 'Edit and send email' option using the FT button in Salesforce.
Please note that the button should be used for PDF files. If you wish to send a Word document you should press on the "Edit and Send" link.
Read more about edit and send for Word documents.
We will show you how to:
- Open the Generate window using the FT generate button in Salesforce.
- Select a document you want to send.
- Click on the 'Edit and send email' button.
- Configure the email.
- Click on 'Edit' link of the document that was loaded to change it.
- Send the email.
- Check the email that was sent.
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