Issue
When trying to tag a Word document with a clickable link, the final output document does not contain link.
Resolution
- Make sure the "Keep Word Formulas" checkbox is checked. Note: If the checkbox is not available, navigate to Edit Layout > Select Buttons > Keep Word Formulas > Drag and drop onto the Page Layout.
- In the Word document, create a Bookmark. Click Ctrl F9 on your keyboard then follow this example: { SET "Link" https://na15.salesforce.com/<<Account_Id>> }
- Select the area where the Hyperlink will be placed.
- Insert a REF parameter inside the HYPERLINK.
- Inside the quotation marks press CTRL+F9 and insert the bookmark name.
- Update the REF and HYPERLINK and a blue clickable link will populate in the Word document.
Save and replace the template to run the Document package and view the results.