Titan Forms Document Generation
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
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How to Guide
Path:
Path to configure document generation:
Project Settings > Tools > Document Generation > Gear icon
- Click the Gear icon next to Document Generation.
- Configure one of the following:
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