Email Document (3 min)
Completion requirements
01 Getting Started
This tutorial covers the email option when you click the FT Generate Document button in Salesforce.
02 Email Settings
1. Click the FT Generate Document button. The Document Generation window opens.
2. Select the Email icon. The Email editor window opens.
3. Enter the address of your recipient. Your document will automatically be attached to your email.
4. You can use an email template or create your email in the edit window.
When you click send send, the email will send with a copy of your document.
Note: If several actions must trigger once the email is sent, enable the Trigger Submit function.
2. Select the Email icon. The Email editor window opens.
3. Enter the address of your recipient. Your document will automatically be attached to your email.
4. You can use an email template or create your email in the edit window.
When you click send send, the email will send with a copy of your document.
Note: If several actions must trigger once the email is sent, enable the Trigger Submit function.