by alex.avisa | Jan 31, 2025 | Getting Started
1. Template Visualization 1.1. List View Organized display of all available templates Quick view of created template records Intuitive interface for template management 1.2. docu2.me Files Component Dedicated area for storing finalized templates Quick access to...
by alex.avisa | Jan 31, 2025 | Getting Started
Main Interface Overview The Docu2.me Home provides an intuitive and organized interface for managing your documents. This homepage serves as your control center for creating, accessing, and managing all your documents. 1. Document Creation Area 1.1. New Blank Document...
by alex.avisa | Nov 28, 2024 | Dynamic Resources
These features work together to provide flexibility and customization in document generation, allowing information to be automatically updated based on Salesforce data. Resource Manager The Resource Manager is a central component that manages all available resources...
by alex.avisa | Nov 27, 2024 | Toolbar Tools
Explore the Docu2.me toolbar and master the art of text editing! Format, organize, and personalize your documents with ease and speed. The Docu2.me toolbar offers a complete set of formatting and editing tools, allowing you to customize your documents with agility and...
by alex.avisa | Nov 26, 2024 | Tools Menu
1 – Help The ” Help” menu is your gateway to the complete Docu2.me documentation. Menu: Access the main menu. Help: Click on ” Help”. Help: In the dropdown menu, select” Help”. Click ” Help” in the main menu...
by alex.avisa | Nov 26, 2024 | Tools Menu
The “Tools” menu in Docu2.me provides access to advanced features that assist in editing and customizing your document, such as automatic keyword substitution and other helpful options. 1 – Substitution The automatic substitution feature in Docu2.me...
by alex.avisa | Nov 25, 2024 | Tools Menu
Both the toolbar and the “Tools – Format” menu in Docu.2me offer a variety of options to customize the appearance of your text, similar to those found in popular applications like Google Docs, Microsoft Word, and other WYSIWYG editors. This guide...
by alex.avisa | Nov 25, 2024 | Tools Menu
The ” Insert” menu in Docu2.me allows you to add various elements to your document, enriching its content and enhancing the presentation of information. 1 – Insert Image Allows you to add images to your document from your computer or the Salesforce...
by alex.avisa | Nov 25, 2024 | Tools Menu
The ” View” menu in Docu2.me provides options to customize how you view and interact with the document, including adjusting the zoom, viewing the source code, using the minimap and ruler, and toggling full-screen mode. 1 – Source editor Allows you to...
by alex.avisa | Nov 25, 2024 | Tools Menu
The ” Edit” menu in Docu2.me contains essential commands for modifying and managing the content of your document, such as undoing and redoing actions, cutting, copying, pasting, and selecting text. 1 – Undo This command reverses the most recent...
