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 https //help cloudfiles io/salesforce/ ggs insert field – add standard or custom fields from the master object, or create and insert resources as needed insert picture https //help cloudfiles io/salesforce/h2 s 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