Word DocX Template Actions

introduction in the actions section, you can customize your document templates using various operations these actions allow you to insert fields, pictures, tables, apply conditions and set document titles based on your requirements supported actions after setting up your resources, you can use the following actions to build your template insert field docid\ qb4df493z1br0hewzxjwo – add standard or custom fields from the master object or create and insert resources as needed insert picture docid\ ylv8sc4xjd97k6kcf3j v – insert images from url fields directly into your document template insert table docid\ h9jzosndkv9ijm k7j5 1 – create and customize tables based on hubspot records, adjusting structure and content as required insert loop docid\ rllis8pv0jokww64pfavj – repeat a section of the template dynamically for a set of records or a record collection insert condition docid\ nvawy8ifvwkcqgmx0c1jw – apply conditional logic to insert text, tables, or pictures based on specific field values insert link docid\ q4tmuyxlhklqj2j3x0vyr the insert link action adds a hyperlink to your document using a stored url the link can have a custom label and dynamically update if the url is stored in a record document title docid\ nac6vuvqnagqeys5jlhit – assign a title to the generated document by selecting a relevant field for better organization video overview the video guides the user through the process of creating a word template for document generation in cloudfiles doc gen it explains how to structure the template and map hubspot record fields for automated purchase order document generation