Salesforce Doc Gen with Titan’s Word Add-in for Insert Fields

Business Background

Use the Titan add-in for Microsoft Word to insert fields in a document template.

Titan Solution

• With Titan, you can add fields in documents with dynamic data directly in Microsoft Word from one of the following sources:
  • Salesforce
  • System
  • Titan Web project
  • Submission

How to Video

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How to Guide

1. Open Microsoft Word. The Form Titan tab is added to the Word toolbar if you have installed it successfully.
2. Select the Insert Field option. The Insert Field screen opens.

3. Configure one of the following:
   • Salesforce
   • System
   • Web project
   • Submission

Salesforce

This is the default option.

1. Use the drop-down list to select the Salesforce object.
2. Type a comment in the field. This is mandatory.
3. Use the toggle switch for multiple fields if necessary.
   • Use the drop-down list to select the field.
   • Repeat this until you have added all the fields necessary.

4. Use the drop-down list to select the field if you are not using multiple fields.
5. Click the Field format button to configure the field format. The Configure Field Format screen opens.

5. Use the drop-down list to select the predefined format. Some of the options are:
   • Lower case
   • Upper case first
   • Capitalize
   • Remove margins

7. Depending on the option selected, click the checkbox to configure the following:
   • Parse as Salesforce image
   • Force Align
   • Force RTL
8. Use a radio button to select the type:
   • Custom
   • Predefined
9. Click the Apply button.

10. Click the checkbox to mark the field as updatable with CLM if the Salesforce field must be updatable through the CLM process.
    • If a collaborator changes the field in the document and the owner approves the change, the field in Salesforce will be updated.
11. Click the Insert button.

The field is inserted:

System

1. Click the System radio button.
2. Use the drop-down list to select the field:
   • Now
   • IP
3. If Now is selected, click the Configure format button.

4. Use the drop-down list to select the predefined format.
5. Do the following if you want to change the predefined format:
   • Use the drop-down lists to select the day, month, and year formats.
   • Use the drop-down lists to select the hour, minute, and second formats.
   • Type a date and/or time separator in die relevant field.
6. Type a custom format in the field if necessary.
7. Click the Apply button.

The field is inserted:

Web Project

Learn how to use a Web project to insert fields in a Word template.

Submission

1. Click the Submission radio button.
2. Use the drop-down list to select the project.
3. Type a comment in the field.
4. Type a submission mapping key in the field.
5. Click the Insert button.

The field is inserted: