Word DocX Template Actions

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 after setting up your resources, you can use the following actions to build your template insert field https //help cloudfiles io/salesforce/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/insert picture – insert images from url fields directly into your document template insert table https //help cloudfiles io/salesforce/insert table – create and customize tables based on salesforce records, adjusting structure and content as required insert loop https //help cloudfiles io/salesforce/insert loop – repeat a section of the template dynamically for a set of records or a record collection insert condition https //help cloudfiles io/salesforce/insert condition – apply conditional logic to insert text, tables, or pictures based on specific field values inser link https //help cloudfiles io/salesforce/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 document title https //help cloudfiles io/salesforce/document title – assign a title to the generated document by selecting a relevant field for better organization video overview the image below illustrates the process of generating a receipt using cloudfiles doc gen 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 salesforce record fields for automated receipt generation