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 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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