Document Generation – PDF Templates

Business Background

Easily configure document generation with Titan Forms.

Titan Solution

• Configure document generation by adding Adobe PDF templates to a project.
• For PDF templates, you can do the following:
  • Download
  • Push to Salesforce
• Editing this uploaded template does not impact or alter the original document.

How to Video

Video Coming Soon!

How to Guide

1. Click in the Auto PDF block. The Configure Project Document Generation Settings screen opens automatically.
2. Use the checkboxes to select option/s:
   • Download: Configure the download settings for the template.
   • Push to Salesforce: Push your document to Salesforce in the desired output format.
3. Click the Next button.

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

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

7. Configure the options that you selected:
   • Download
   • Push to Salesforce
   • 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. 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.
      • 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.

5. Make sure that you configure the Salesforce Push.

Digital Signature

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