Document Generation


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Learn how to generate documents with FormTitan.
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Generate a PDF and attach it to a Salesforce contact objectGenerate a PDF preview of a digital form based on Salesforce data and edit itGenerate a PDF directly from Salesforce: ClassicGenerate a PDF directly from Salesforce: LightningHow to install the Add-in inside your wordLogging inThe Word composer layoutWord composer elementsWorking with the Word composerEmail from Salesforce using FormTitanCreate a basic template, Filter and Preview in Word add-inInsert Salesforce fields from same object to Word templateInsert Salesforce fields with hierarchy in the Word add-inInsert Table for displaying multiple records in Word documentInserting a condition in the Word templateInserting Rich text fields from Salesforce to a Word documentPopulate multiple records with a section in the Word add-inConnecting your Word template to FormTitanDocument Generation optionsCreate a basic PDFCreate a dynamic pdfCreate an auto PDFCreate a PDF with repeated data in TableCreate a PDF with repeated data in SectionMake your Basic PDF interactive Make your dynamic PDF interactiveSet condition on a selected area in the PDF Set a condition on a Table row in your PDFSet a Page condition in your Dynamic PDFUsing the -Break by- property in PDF repeated settingsSet the default PDFUsing Hidden fields in your Word documentAdding a digital signature to your documentInsert an image from a URL into your Word documentAdd a Watermark to your Word document and set a condition to Show or Hide itPDF Settings - General: Preview before submitPDF Settings - General: Allow downloadPDF Settings - General: Interactive modePDF Settings - General: Print and savePDF Settings - General: LandscapePDF Settings - General: Print page numberPDF Settings - General: Auto downloadPDF Settings - General: RTL orientationPDF Settings - General: FormatPDF Settings - General: HeaderPDF Settings - General: FooterPDF Settings - General: Auto previewPDF Settings - General: Preview MaximizedPDF Settings - General: CommentInsert Barcode, QR code, Swiss QR to the Word temp;lateAdd a Signature to your Word documentPDF Settings - General: Hide submit buttonPDF Settings - General: Hide cancel buttonPDF Settings - General: Auto OverflowPDF Settings - ZoomPDF Settings - Buttons and labelsPDF Settings - EmailPDF Settings - ConditionsPDF Settings - Salesforce workflow outbound messagePDF Settings - Salesforce buttonPDF Settings - Salesforce ApexPDF Settings - Process builderPDF Settings - General: Legacy previewPDF Settings - General: Background imagePDF Settings - Digital signaturePublish a Word template to a new FormTitan formHow to troubleshoot Titan Doc gen issues
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