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Docu2.me Templates

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...

Docu2.me Home

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...

Dynamic Resources

Docu2.me Dynamic Resources are powerful tools that enable intelligent and automated document creation within Salesforce, offering advanced customization and data integration capabilities.:  Intelligent Document Creation in Salesforce 1. Resource...

Creating a Dynamic Account Table

Practical Tutorial: Creating a Dynamic Table in Docu2.me with Salesforce Data Objective Create a dynamic table that displays the names of the first 5 Salesforce accounts using Docu2.me dynamic resources. Step-by-Step Guide Initial Preparation Log in to your Salesforce...

Using Filter Block to Display Account Information

Introduction Filter Block is a powerful feature in Docu2.me that allows you to conditionally display information related to a record, such as contracts or quotes. This example demonstrates how to use Filter Block with an Account record. Objective Create a document...

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...

Menu Help

The Docu2.me Help Menu provides quick access to support resources, including documentation, updates, keyboard shortcuts, and feedback options, all integrated within the Salesforce environment. 1 – Help The ” Help” menu is your gateway to the complete...

Menu Tools

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...

Menu Format

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...