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 media library. You can upload images from your computer or select images from the Salesforce file gallery. Additionally, you can select multiple images from the gallery and add them to the document at once.
- Menu: Access the main menu.
- Insert: Click on “ Insert”.
- Insert Image: In the dropdown menu, select “ Insert image”.
2 – Table
The table functionality offers tools to create and edit tables. Tables are great for organizing data in a clear and visually appealing way.
- Menu: Access the main menu.
- Insert: Click on “ Insert”.
- Table: In the dropdown menu, select “ Table”.
3 – Horizontal Line
The horizontal line functionality allows you to visually divide your content into sections by inserting horizontal lines (also known as horizontal rules). It’s an easy way to organize content or indicate a topic change.
- Menu: Access the main menu.
- Insert: Click on “ Insert”.
- Horizontal Line: In the dropdown menu, select “ Horizontal line”.
4 – Dynamic Fields1
Allows you to select a Salesforce object, such as a standard object, custom object, or default object, where you select a global resource variable to add dynamic fields for data filling that can be from the Docu2.me document being edited, as well as Custom Label, from the record of the selected object, data from the organization itself, the user, profile, roles, or information from the Salesforce system itself. This allows you to insert custom fields within the document, making the formula field linked to the text and bringing necessary information into the document. This makes the document dynamic with each generation of a new document, bringing the necessary information within this formula field.
- Menu: Access the main menu.
- Insert: Click on “ Insert”.
- Dynamic Fields: In the dropdown menu, select “ Dynamic fields”.
- Shortcut key: Ctrl+Alt+Shift+D or Option+⌘+Shift+D
5 – Filter Block2
This is a filter that brings information from an object’s fields through filters, where the object is selected with the field selection by searching for variables, as well as Custom Label, from the record of the selected object, data from the organization itself, the user, profile, roles, or information from the Salesforce system itself. It has the field search of the selected object and allows you to create a condition regarding the other fields, using the comparison filter to bring the information by selecting the AND and OR filter and bringing results referring to the record of the selected object.
- Menu: Access the main menu.
- Insert: Click on “ Insert”.
- Filter Block: In the dropdown menu, select “ Filter block”.
- Shortcut key: Ctrl+Alt+Shift+F or Option+⌘+Shift+F
6 – Resource Manager3
The Resource Manager is where you will use some type of Callable, Dataset, or variable to bring information to the document. In the Callable resource type, you must enter the API name and then an Apex class to insert the argument of your key with its value, and thus you can create multiple arguments to bring the necessary information. If you use the Dataset resource type, you must enter the API name along with the selected object, where you can search for object information similar to Get Records in Salesforce Flow, where the search can be filtered and ordered, searching for only the first record or all records. Finally, the variable resource type would be the creation of a variable. After completing each of these steps, you can manage in the Resource Manager which of these resource types to insert into documents when you need to insert some data.
- Menu: Access the main menu.
- Insert: Click on “ Insert”.
- Resource Manager: In the dropdown menu, select “ Resource Manager”.
- Shortcut key: Ctrl+Alt+Shift+R or Option+⌘+Shift+R
7 – Special Characters
The special characters functionality allows you to insert mathematical operators, currency symbols, punctuation, graphic symbols (such as arrows or bullets), or Unicode letters not normally accessible via the keyboard (such as umlauts or other diacritics). The feature also supports emojis.
- Menu: Access the main menu.
- Insert: Click on “ Insert”.
- Special Characters: In the dropdown menu, select “ Special characters”.
8 – Watermark
Allows you to insert a watermark into documents, where you can upload an image according to the image file extensions supported by Docu2.me. You can adjust the scale, rotation, brightness, contrast, and transparency, and then define where it will be displayed in the document.
- Menu: Access the main menu.
- Insert: Click on “ Insert”.
- Watermark: In the dropdown menu, select “ Watermark”.
9 – Header & Footer
Allows you to insert a header or footer in the document.
- Menu: Access the main menu.
- Insert: Click on “ Insert”.
- Header & Footer: In the dropdown menu, hover over “ Header & footer”.
9.1 – Header
Inserts a header into the document.
- Header: In the dropdown menu, select “Header”.
9.2 – Footer
Inserts a footer into the document.
- Footer: In the dropdown menu, select “Footer”.
9.3 – Remove Headers & Footers
Removes the header and footer from the document.
- Remove Headers & Footers: In the dropdown menu, select “Remove Headers & Footers”.
10 – Page Numbers
Allows you to insert page numbers into the document.
- Menu: Access the main menu.
- Insert: Click on “ Insert”.
- Page Numbers: In the dropdown menu, hover over “ Page numbers”.
10.1 – Top Left
Inserts the numbering in the upper left corner of the page.
- Top Left: In the dropdown menu, select “Top Left”.
10.2 – Top Right
Inserts the numbering in the upper right corner of the page.
- Top Right: In the dropdown menu, select “Top Right”.
10.3 – Bottom Left
Inserts the numbering in the lower left corner of the page.
- Bottom Left: In the dropdown menu, select “Bottom Left”.
10.4 – Bottom Right
Inserts the numbering in the lower right corner of the page.
- Bottom Right: In the dropdown menu, select “Bottom Right”.
10.5 – Page Count
Inserts the total page count in the document.
- Page Count: In the dropdown menu, select “Page count”.
11 – Page Break
The page break functionality allows you to insert page breaks into your content. This gives you more control over the final structure of a document that is printed or exported to PDF or Word.
- Menu: Access the main menu.
- Insert: Click on “ Insert”.
- Page Break: In the dropdown menu, select “ Page break”.
12 – Insert Link
Allows you to insert a link into the document.
- Menu: Access the main menu.
- Insert: Click on “ Insert”.
- Insert Link: In the dropdown menu, select “ Insert link”.
- Shortcut key: Ctrl+K or ⌘+K
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