This lesson will cover the following topics:

01 | Getting Started
02 | Generate Function
03 | Got Feedback?

01 Getting Started

This tutorial covers the generate option available in the FT Generate Document window.

02 Generate Function

When the generate function is invoked, several actions trigger in your project, including Emails, Salesforce Integration, and Document Generation.

All configured actions will execute when you click the generate option.

Screenshot of the document generation screen showing the generate option

03 Got Feedback?

Additional Resources