Topic outline

  • 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.