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