Replace Template from Word

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You might want to make changes and updates to a template and replace the template in the Sign project when you are done.

Titan Solution

You can replace the template with the latest version from Word.

How to Video

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How to Guide

Replace template from Microsoft Word

  1. Open the Microsoft Word template.
  2. Make sure that you are logged into the FormTitan Word add-in.
  3. Make changes, such as inserting interactive fields, signatures, or tables or editing the text.
  4. Click the Publish button.
  5. Upload the template as follows:
    • Select the Sign radio button.
    • Select the Existing Sign radio button.
  6. Verify your publish filters before you publish the project.
  7. Click the Publish template button.
Word template

You will see the following message:

Document uploading message
Document uploading message

The following message is shown:

Template updated message
Template updated message
  1. Click the OK buttons.
Document successfully uploaded
Document successfully uploaded
  1. Make sure that you open the Titan Sign project and save the updated template. If you do not save the project, the document will not be available in Salesforce.

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

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