Auto PDF Document Generation

Business Background

Download the contents of a single webpage in a project as a PDF using a few clicks and no code. Alternatively, push a single webpage as a PDF to Salesforce.

Titan Solution

You can download the contents of your webpage as a PDF or push the PDF to Salesforce. You can download one webpage at a time. You can send the PDF to the customer (for instance, via email) by configuring the relevant condition according to your business needs.

How to Guide

1. Click the Gear icon to open the Project Settings.
2. Click the Tools option and then click the Gear icon next to Document Generation.

3. Click the block. The Auto PDF Settings screen opens.

4. Use the checkboxes to select option(s):
   • Download: Download the Auto PDF.
   • Push to Salesforce: Push the PDF to Salesforce.
   • Email: Attach the file to an email.
5. Click the Next button.

6. Under General, add a label in the field.
7. Use the drop-down list to select the source page. This is a page in your Web project.

Note:

The options on the left of the screen under General depend on the options you selected on the previous screen.

You can add options:

1. Click the + icon in front of Add Option.
2. Click the + icon in front of an option to add it to the list.

8. If necessary, right-click on the AppExchange link to open it in a new window and install the latest version of our app.

9. Configure the options that you selected:
   • Download
   • Push to Salesforce
   • Email
   • Digital Signature

Download

1. Click the Download option.
   1. Use the toggle switch to enable the Download functionality.
   2. Use the toggle switch to add a dynamic file name if necessary.
      • The Custom Name field changes to a drop-down list where you can select the dynamic file name.
   3. Type a custom name.
   4. Use the toggle switch to enable digital signatures, if necessary. The option Digital Signature is added to the left of the screen.
   5. Use the toggle switch to enable the actions while waiting: Freeze the screen while the template is generating.
   6. Click the checkbox to optimize the image quality for better performance.
      • This will reduce the image quality to 80% of the original and will therefore reduce the file size.
   7. Use the toggle switch to enable the actions while waiting: Show a progress bar.

Push to Salesforce

1. Click the Push to Salesforce option.
   1. Use the toggle switch to enable the Push to Salesforce functionality.
   2. Use the toggle switch to add a dynamic file name if necessary.
      • The Custom Name field changes to a drop-down list where you can select the dynamic file name.
   3. Type a custom name.
   4. Use the toggle switch to enable a Digital Signature.

2. Make sure that you configure the Salesforce Push.

Email

1. Click the Email option.
   1. Use the toggle switch to add a dynamic file name if necessary.
      • The Custom Name field changes to a drop-down list where you can select the dynamic file name.
   2. Alternatively, type a custom name.
   3. Use the toggle switch to enable digital signatures, if necessary. The option Digital Signature is added to the left of the screen.
   4. Click the checkbox to optimize the image quality for better performance.
      • This will reduce the image quality to 80% of the original and will, therefore, reduce the file size.

Digital Signature

Note:

Make sure that you used the toggle switch to enable a Digital Signature, either under the Download,  Push to Salesforce or Email option.

1. Use the drop-down list to select an option.
   • Use Form Titan certificate
   • Use your certificate. If you select this option, the rest of the screen options are no longer shown.
2. Use the toggle switch to show the signature.
3. Use the drop-down list to select a position.
   • Left bottom
   • Right bottom
   • Left top
   • Right top
4. Type the value for the padding in the X and Y fields.
5. Type the value for the width and height in the fields.
6. Use the drop-down list to select a reason.
   • Other. Add the reason in the field.
   • Variable (This is a variable that you added to the project.)
7. Purchase more credits if needed.

8. Click the Apply button. The PDF template is added.
9. Use the Edit icon to edit the template.
10. Use the Kebab icon to do one of the following:
    • Turn Off
    • Delete