Using Dynamic Hyperlinks, Rich Text, Images in Client-Side Document Generation

Use hyperlinks, rich text, and image tokens in document templates to insert dynamic URLs, rich texts and images in client-side generated DOCX and PDF files.

Note Using dynamic hyperlinks, rich text, and images have some limitations. For more information, see Limitations in Omnistudio Document Generation.

To set up dynamic hyperlinks, rich text, and images, follow these instructions:

• Dynamic Hyperlinks for Client-Side Document Generation
  Using hyperlink tokens in Microsoft Word or Microsoft PowerPoint document templates, you can insert dynamic URLs in generated .docx and .pdf files. For example, with dynamic hyperlink tokens, you can insert a hyperlink for every product ordered that directs you to the product specification web page.
• Dynamic Rich Text for Client-Side Document Generation
  Using rich text tokens in a Microsoft Word document template, you can insert rich text content in generated .docx and .pdf files. With dynamic rich text tokens, you can display the product details as a block of information with its original formatting in your generated document. The product details are stored in a rich text field of a Salesforce object.
• Dynamic Images for Client-Side Document Generation
  Using image tokens in a Microsoft Word or Microsoft PowerPoint document templates, you can insert dynamic images in generated .docx and .pdf files. With dynamic image tokens you can insert images such as product images, barcodes, pie charts in your document.
• Sample Custom Class for Hyperlinks and Rich Text
  Using the getTokenData method in a custom class, you can pull the hyperlink and rich text data. You must include these elements when you create a custom class to use in a Microsoft Word or Microsoft PowerPoint document template.