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Document Generation

Business Background

Easily configure document generation with Titan Web.

Configure document generation by adding Microsoft Word, Microsoft Excel, or Adobe PDF templates to a project.
For Word and Excel templates, you can do the following:
- Preview
- Download
- Generate Interactive
- Email
- Edit
- Push to Salesforce
For Auto PDF templates, you can do the following:
- Download
- Push to Salesforce
Editing this uploaded template does not impact or alter the original document.

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Note:

Prerequisite:

A Word template must contain interactive Salesforce fields or fields from a Web project added with the Titan Word add-in.

An Excel template must contain interactive Salesforce fields added with the Titan Excel add-in.

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:
- Configure Word or Excel template
- Configure Auto PDF template

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