Install Form Titan Word Add-in

Business Background

Use the Titan add-in for Microsoft Word to create document templates with dynamic data from Salesforce or a Titan project.

Titan Solution

Titan lets you create templates and documents with dynamic data from Salesforce or a Titan project directly in Microsoft Word. Install the add-in in a few clicks with no code.

How to Video

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How to Guide

1. Open Microsoft Word.
2. Under Insert, select the Get Add-ins option. The Office Add-ins screen opens.

3. Search for FormTitan in the search field and click on the Form Titan – Salesforce composer option.
4. Click the Add button. You must agree to the provider’s license terms and privacy policy.
5. Click the Continue button. The Form Titan tab is added to the standard Word ribbon.

6. Click the Got It button.

7. Click the new Form Titan tab to open it.
8. Click the Login option. The Titan Documents screen opens on the right side of the document.

9. Click on Let’s Start. The Sign-in screen opens.

10. Type your email (username) and password in the relevant fields and click the Sign In button. You may have to verify CAPTCHA images.

You are now signed in to the Form Titan Word add-in.

You will also receive an email notification that your account was used to sign in. You don’t have to do anything unless you don’t recognize the activity.

You can choose not to receive the notification emails:

1. Browse to My Account on Titan.
2. Under Profile, uncheck the option “Email me every time my account is logged into,” and you will no longer receive the notification email.

You can do the following:

Learn more about Titan’s native integration with the Salesforce Experience Cloud.

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Create automated and connected contract lifecycle processes for Salesforce using Titan’s zero-code CLM application.