Topic outline

• Introduction

  In this course, you will learn how to work with Salesforce records, use the FT Generate Document button, generate email-generated documents, and use the Titan document generation analytics.
  

  This course covers processes and concepts for Titan Docs, including: 

  • Working with Salesforce Records
  • Using the FT Generate Document button.
    
  • Emailing documents
    
  • Reviewing document generation analytics
    

  At the end of this course, you will be able to:
  

  • Push documents to Salesforce and relate them to records.
    
  • Use the FT Generate Document button to complete a variety of document actions.
    
  • Emailing documents to multiple recipients. 
  • Gain deeper insights into your document data.