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Support Titan > Titan Forms > Forms Project Settings > Project Settings for Document Generation > Titan Forms Document Generation

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Titan Forms Document Generation

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Business Background

Easily configure document generation with Titan Forms (when you have Titan Docs).

Titan Solution

  • Configure document generation by adding Auto PDF templates to a project.
  • For PDF templates, you can do the following:
    • Download
    • Push to Salesforce

How to Video

Video Coming Soon!

How to Guide

Path:

Path to configure document generation:

Project Settings > Tools > Document Generation > Gear icon

  1. Click the Gear icon next to Document Generation.
  2. Configure one of the following:
Document Generation
Document Generation

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