DocGen Wizard (9 min)
Completion requirements
01 Getting Started
Join us as we explore the Titan Doc Gen Wizard in this tutorial. Use the Titan wizard to generate and send documents from within Salesforce.
Find the wizard in Salesforce, included in our managed package. In the sample Salesforce account below, we have added the Doc Gen wizard to an accounts page.
Find the wizard in Salesforce, included in our managed package. In the sample Salesforce account below, we have added the Doc Gen wizard to an accounts page.
02 How to Add the Doc Gen Wizard to a Salesforce Accounts Page
1. Navigate to any specific account. Click on the Setup gear icon in Salesforce and choose Edit Page.
2. On the right of the screen, click the Add Tab option.
3. Use the drop-down list to select the Custom option and add a name, for instance, Titan.
4. Click the Done button. The tab is added to the screen.
5. Search for “titan” and drag the titanSignWizard to the tab.
6. Use the Wizard Type drop-down list to select the DocGen option.
7. Set your height. In our example, we will leave the height at the default 700px.
8. Click the Activation button.
9. Click the Assign as Org Default and click the Close button.
10. Click the applicable radio button and click the Next button.
11. Review the assignment and click the Save button.
12. Click the Save button at the top right of the screen.
13. Navigate back to the account. The Titan tab with the Doc Gen wizard was added.
2. On the right of the screen, click the Add Tab option.
3. Use the drop-down list to select the Custom option and add a name, for instance, Titan.
4. Click the Done button. The tab is added to the screen.
5. Search for “titan” and drag the titanSignWizard to the tab.
6. Use the Wizard Type drop-down list to select the DocGen option.
- You can set your Wizard Type to Full to show all the wizard options or choose Titan Sign, CLM, or DocGen.
- We will choose DocGen for this tutorial as that is what we cover in this exercise. The layout of the wizard changes and only the DocGen wizard is shown.
7. Set your height. In our example, we will leave the height at the default 700px.
8. Click the Activation button.
9. Click the Assign as Org Default and click the Close button.
10. Click the applicable radio button and click the Next button.
11. Review the assignment and click the Save button.
12. Click the Save button at the top right of the screen.
13. Navigate back to the account. The Titan tab with the Doc Gen wizard was added.
03 What Can You Do with the Titan Doc Gen Wizard?
- Add Documents
- Use the Template list
- Generate Documents
- Choose files from Salesforce or Upload files
04 Add Documents
You can add Templates (that were created using the Word add-in) …
… or Files (from Salesforce) …
… or you can upload files.
… or Files (from Salesforce) …
… or you can upload files.
05 Use the Template list
In the Template list, you find templates that are available for an object, in this case, the current object and user. You can use one or multiple checkboxes in the Template list.
1. We have chosen two templates for this tutorial before clicking the Add button.
2. Notice that the two different Titan document projects have been added to the Titan Doc Gen Wizard. You can drag files around to re-arrange them as you need.
When we run the Doc Gen process, these two documents will be generated simultaneously and merged into the same document in the predefined order.
1. We have chosen two templates for this tutorial before clicking the Add button.
2. Notice that the two different Titan document projects have been added to the Titan Doc Gen Wizard. You can drag files around to re-arrange them as you need.
When we run the Doc Gen process, these two documents will be generated simultaneously and merged into the same document in the predefined order.
06 Generate Documents
1. After you have selected the documents you want to generate, click the Next button.
Titan renders a preview, and the document opens in the next window. In this example, you will see the two documents merged. Data from Salesforce are shown in the document.
2. Drag the Salesforce element onto the previewed document.
3. Choose your field from the drop-down menu that is supplied in the Add Salesforce Element pop-up box. For this tutorial, we will select Account Type before clicking the Add button.
4. You can add as many Salesforce elements as you need.
5. You can also drag and add Interactive fields into your documents for your users to fill in.
6. Select one or multiple input fields from the Interactive Element options before clicking the Add button.
7. We have added a Text and Time field before clicking the Next button. You can change the size and position of the elements.
8. Click the Next button.
9. Choose your document settings by turning on the toggle switches. We have enabled the Attach to Record option before clicking the Next button.
10. Review and edit the email that will be sent containing the document attachment.
11. Check your Email Settings which you can configure using all the drop-down options.
Titan renders a preview, and the document opens in the next window. In this example, you will see the two documents merged. Data from Salesforce are shown in the document.
2. Drag the Salesforce element onto the previewed document.
3. Choose your field from the drop-down menu that is supplied in the Add Salesforce Element pop-up box. For this tutorial, we will select Account Type before clicking the Add button.
4. You can add as many Salesforce elements as you need.
- We have added two, Account Type and Billing Country.
- You can change the size and position of the elements.
5. You can also drag and add Interactive fields into your documents for your users to fill in.
6. Select one or multiple input fields from the Interactive Element options before clicking the Add button.
7. We have added a Text and Time field before clicking the Next button. You can change the size and position of the elements.
8. Click the Next button.
9. Choose your document settings by turning on the toggle switches. We have enabled the Attach to Record option before clicking the Next button.
10. Review and edit the email that will be sent containing the document attachment.
11. Check your Email Settings which you can configure using all the drop-down options.
- You can select an Organizational Email Template.
- You can add static or select dynamic fields for the To, CC, and/or BCC email addresses.
- You can customize the subject.
- You can customize the body of the email.
07 Choose files from Salesforce or Upload files
1. Click on the Source tab in the Titan Doc Gen wizard. You can either choose files from Salesforce or upload files.
2. Click on the From Salesforce tab and use the search field to find a file.
3. Alternatively, drag-and-drop files into the Titan Doc Gen wizard by selecting the Upload Files tab.
4. Notice you now have a file from Salesforce and a file uploaded from your local computer in the Titan Doc Gen wizard.
You can drag files around to re-arrange them as you need. Just click the Next button and follow the steps as described for the templates.
One thing to note about the Source tab in Titan Doc Gen, we can choose either Titan templates or existing files, but you cannot mix or match. It’s either all templates or all files.
2. Click on the From Salesforce tab and use the search field to find a file.
3. Alternatively, drag-and-drop files into the Titan Doc Gen wizard by selecting the Upload Files tab.
4. Notice you now have a file from Salesforce and a file uploaded from your local computer in the Titan Doc Gen wizard.
You can drag files around to re-arrange them as you need. Just click the Next button and follow the steps as described for the templates.
One thing to note about the Source tab in Titan Doc Gen, we can choose either Titan templates or existing files, but you cannot mix or match. It’s either all templates or all files.