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Use the FT Generate Document button in Salesforce to trigger document generation and emails. The FT Generate Document button is part of the Titan package in Salesforce. The button is created automatically when you install the Titan package. You just need to add the button to the object (such as Account or Opportunities) where you need it.
Titan lets you generate a document in Salesforce. When you click the FT Generate Document button in Salesforce, the templates you have permission for are shown in a modal.
The following options are available:
The following options are available:
The following options are available:
