Document Generation
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Template - Actions
Word DocX Template Actions
Insert Link
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.
- Select "Insert Link"
- From the Select Action drop-down menu, choose Insert Link.
- Add a Label
- Enter a descriptive label for the link (e.g., "Company Website").
- This label will be displayed as the clickable text in the generated document.
- Select the URL Source
- Choose the field containing the website URL; if stored in a record, the link will dynamically update for different records.
- Insert the Link
- Click Insert to add the hyperlink to your document.
- Adjust as Needed
- Modify the placement, formatting, or text style to fit the document’s layout.
Go to 1:08 to see the Insert Link action being used to create a sample receipt in Microsoft Word.