Create a basic template, Filter and Preview in Word add-in

Last updated Apr 12 2020

In this example we will show you how to map fields from Salesforce into your word template, using FormTitan add-in for Word.

We’ll show you how to:
- Add a field (using the right click menu)
- Set the field (Choose account, give a comment and choose field)
- Configure a Filter
- Preview the document




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