Improve the Readability and Formatting of Documents with Dynamic Rich Texts and Hyperlinks

Contract authors can render dynamic rich text and links in Microsoft Word document templates by using server-side Omnistudio document generation. The tokens render rich text content and URLs in the generated DOCX and PDF files. Use the dynamic rich text tokens to show product details as a block of information in its original formatting in your generated document. Use the dynamic link tokens to insert a link for each ordered product that directs you to the product specification web page.

Where: This change applies to Lightning Experience in Enterprise, Unlimited, Professional, and Developer editions.

Who: To design document templates, users need the DocGen Designer permission set. To generate documents, users need runtime permissions.

Why: The placement of rich text and hyperlink tokens can be anywhere within a document template, such as in paragraphs, tables, and text boxes. Use tokens in a header or footer or within a repeating content section to pass an array of hyperlinks and rich text.

In the text Area (Rich) field, you can format text by using different fonts, colors, ordered lists, unordered lists, and hyperlinks. Place the rich text tokens in a new line in the document template. The rich text token format is {{RTB_<richtexttokenname>}}, for example, {{RTB_Header}}.

A text for the URL can be defined in the Omnistudio Data Mapper Transform. If a text isn't provided for the hyperlink, the URL appears blue and underlined in the generated document. The font of the hyperlink token defines the hyperlink font in the generated document. You can use hyperlinks in a generated quote. The hyperlink token format is {{HYP_<hyperlinktokenname>}}, for example, {{HYP_Salesforce Website}}.