This lesson will cover the following topics:

01 Getting Started

This tutorial covers how to preview a document in a Titan Web project.

02 Preview Document Configuration

1. Click the Project Settings Gear icon, select the Tools tab, and click Document Generation.

Screenshot showing how to navigate to the document generation settings

2. Click on the Edit icon of the template you want to edit.

Screenshot of the uploaded templates

3. Click Next.

Screenshot of the upload template options

4. Click the Preview tab under General, or click + Add Option and select the Preview option.

5. Switch the Enable Preview toggle on.

Screenshot of the preview tab in document generation settings

6. Select the Output Format of your document using the dropdown.

Screenshot of the output format options

If you choose PDF format, you can select the tool to convert the document. We recommend you choose Titan 1

If you do not want users to download the previewed document, enable the Hide Download Button feature.

If your document requires it, you can enable the Optimize Image Quality for Better Performance feature.


Screenshot of the recommended settings for the PDF format

7. Select the View With format using the dropdown and select the Zoom size.

Screenshot of the view with settings

8. Click + Add Action.

9. Enter your button text and click Configure Action. The On Button Action window opens.

Screenshot of the add action options

10. Click the Start + icon. From this window, you can configure any node action to run when the user clicks the button, such as a message. Click Next.

Screenshot of the on button action window with the add node screen overlayed

When the user clicks the button that invokes the preview action, a preview of the form is played to the user.

Additional Resources