Generate documents for a single form in the FT button for Salesforce

Last updated Jul 04 2019

In this video, we will show you how to generate documents of a single form using the FT button for Salesforce.

We will show you how to:
- Click on the 'FT generate' button.
- Click on the "Actions" link of a specific form and press on "View form".
- Then the form will open in a modal window and you will be able to enter data or sign.
- Once you submit the form it will see a preview of the PDF and will be able to approve it. 

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