Document Generation
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Template Creation
Template - Actions

PPt Template Actions

In the Actions section, you can customize your document templates using various operations. These actions allow you to insert fields, pictures, set document titles based on your requirements.

After setting up your resources, you can use the following actions to build your template:

  • Insert Field – Add standard or custom fields from the Master Object, or create and insert resources as needed.
  • Insert Picture – Insert images from URL fields directly into your document template.
  • Document Title – Assign a title to the generated document by selecting a relevant field for better organization.
This image shows the template created with placeholders for dynamic content such as account name, purchase order details, and an image frame.
This image shows the template created with placeholders for dynamic content such as account name, purchase order details, and an image frame.




This image displays the generated PowerPoint file after filling in the actual data using the provided record ID.
This image displays the generated PowerPoint file after filling in the actual data using the provided record ID.




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