In this video, we will show you how to use the Edit document template option in the FormTitan button window for Salesforce.
We will show you how to:
- Open the FT button window in your Salesforce account.
- Click on the "Actions" link in the row of the template we'd like to edit.
- Choose the "Edit document template" option.
- Choose the document - in this case a Word document.
- It will then download and you will be able to open it and change it.
- Send this changed document in an email directly from the FormTitan Word add-in.
- Asking us questions is the fastest and most affective way to get assistance.
- Got a question? Check out our FAQs pages for answers to commonly asked questions.
- Check out our complete index of the FormTitan Topics organized by categories.
- Browse our topics directory to find the feature you are looking for.
- ContactStill haven't found what you were looking for? no problems... simply send us your inquiry.