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Document Generation Node

Business Background

Streamline and automate the creation of various types of documents, such as contracts, proposals, invoices, reports, and letters, automatically based on predefined templates and data inputs.

Titan Solution

With Titan Web, you can add an on-click action to trigger document generation using a template from a Web project or a Titan Sign project.

How to Video

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How to Guide

Note:

Prerequisite:
Configure a document template in Titan Web.

Alternatively, create a PDF or Word template in Titan Sign.

Add an element with which you can trigger an on-click action, for instance, a button.
Click the On Click Action icon.

Click the + icon. The Add Node screen opens.

Select Document Generation under the User Interaction tab and click the Next button.

Use the radio button to select either Web (default option) or Titan Sign.

Use Titan Web

Use the drop-down lists to select the template and the action.
- Refer to this article on how to configure the actions on a Word or Excel template.
- Refer to this article on how to configure the actions on a PDF template.
Click the Next button.

Configure the size of the modal.

Use Titan Sign

Use the drop-down lists to select the template and the record ID.
- Refer to this article on how to configure the actions on a Word or Excel template.
- Refer to this article on how to configure the actions on a PDF template.
Use the radio buttons to select the following:
- Action:
  - Sign
  - Preview
  - Generate
- Open In (only available for Sign and Preview actions):
  - Modal
  - Map URL.
    - Prerequisite: Add a custom variable.
    - Use the drop-down list to select the URL to map to.
Click the Next button.

Configure the size for Web projects and Titan Sign (sign action only).
- Enter the width and height in px, em, rem or %.
- Alternatively, use the Dynamic Size checkbox to configure the size for different device layout options.
  - Desktop
  - Laptop
  - Tablet (L)
  - Tablet (S)
  - Mobile (L)
  - Mobile (S)

Note:

The em unit is relative to the font size of the parent element. For example, if a parent element has a font size of 16 pixels (16px), 1em is equal to 16px. If a child element within the parent is set to 2em, it will have a font size of 32px (2 * 16px).The em unit cascades, so if the child element has its own child element with a font size of 1em, it will be 32px (1 * 32px).

The rem unit, which stands for “root em,” is relative to the font size of the root element (<html>). This means that 1rem is equal to the font size of the root element. By default, the font size of the root element is typically 16px, so 1rem is equivalent to 16px. Unlike em, the rem unit does not cascade, so a child element set to 2rem will always be 32px (2 * 16px), regardless of its parent’s font size.