Dynamic - Word Add-in Template (10 min)
Completion requirements
01 Getting Started
Build a dynamic Word template using the Titan Word add-in. The template will be used in a Titan Sign project that you can send to clients to be signed.
02 Open Word
We have a basic contract example to which we will add some merge, input, and signature fields.
1. Make sure that you have installed and signed in to the Titan Word add-in.
2. Click the Form Titan option on the banner and place the mouse cursor where you want to insert the field.
1. Make sure that you have installed and signed in to the Titan Word add-in.
2. Click the Form Titan option on the banner and place the mouse cursor where you want to insert the field.
03 Insert Date/Time Field
This system field records the date and time the user signs the document.
1. Click the Insert/Edit Field option.
2. Click the System radio button and select the Now option from the drop-down list.
3. Click the Configure format button.
4. Use the Configure field format screen to configure a date format.
6. Click the Insert button. The time field tags are added to the Word template.
1. Click the Insert/Edit Field option.
2. Click the System radio button and select the Now option from the drop-down list.
3. Click the Configure format button.
4. Use the Configure field format screen to configure a date format.
- Use any of the drop-down available formats.
6. Click the Insert button. The time field tags are added to the Word template.
04 Insert a Contact from an Account
This field indicates that the contract is signed by a contact from Salesforce.
1. Place the cursor at the applicable position and click the Insert/Edit Field option.
2. Make sure that the Salesforce radio button is selected.
3. Use the drop-down list to select the Salesforce object.
4. Add a comment in the field.
5. Use the drop-down list to select the field and the reference field.
6. Click the Insert button.
The Contact tags are added to the template.
Let’s add more text and place the cursor in the position to add the CEO’s full name.
7. Click the Insert/Edit Field option.
8. Use the drop-down list to select the same Get you created in the previous steps.
9. Use the drop-down list to select the field.
10. Click the Insert button.
The full name tags are added.
05 Add Input Fields and Interactive Signature Fields
The signer can fill in any information in the input field/s, such as first and last names. The signature field provides a designated signature block.
06 Configure the Titan Signer fields
1. Place the cursor next to the “Titan signer” text and click the Insert/Edit Interactive field option.
2. Click the Document Field checkbox and click the Insert button.
The input field tags are added to the template.
3. Place the cursor next to the field tags next to the “Titan Signer” text and click the Signature option.
4. Click the Simple radio button and click the Insert button.
The signature tags are added. You can drag the signature field smaller.
2. Click the Document Field checkbox and click the Insert button.
The input field tags are added to the template.
3. Place the cursor next to the field tags next to the “Titan Signer” text and click the Signature option.
4. Click the Simple radio button and click the Insert button.
The signature tags are added. You can drag the signature field smaller.
07 Configure the Other Signer fields
- Add a company name
- Add an input field
- Add a signature field
08 Add a Company Name
1. Place the cursor in front of the “Signer” text and click the Insert/Edit field option. We will add the company name here.
2. Use the drop-down list to select the same Get you created in the previous steps.
3. Use the drop-down list to select the field.
4. Click the Insert button.
The Salesforce field tags are added to the template.
2. Use the drop-down list to select the same Get you created in the previous steps.
3. Use the drop-down list to select the field.
4. Click the Insert button.
The Salesforce field tags are added to the template.
09 Add an Input Field
1. Place the cursor next to the “Signer" text and click the Insert/Edit Interactive field option.
2. Click the Document Field checkbox and click the Insert button.
The input field tags are added to the template.
2. Click the Document Field checkbox and click the Insert button.
The input field tags are added to the template.
10 Add a Signature Field
1. To insert a signature field, place the cursor by the field tags next to the Signer and click the Signature option.
2. Click the Simple radio button and click the Insert button.
The signature tags are added. You can drag the signature field smaller.
You can delete or change some of the text between the tags. Please don’t delete the Titan Word add-in tags themselves.
2. Click the Simple radio button and click the Insert button.
The signature tags are added. You can drag the signature field smaller.
You can delete or change some of the text between the tags. Please don’t delete the Titan Word add-in tags themselves.
11 Publish the Template
Place the cursor next to the field tags next to the Signer and click the Signature option.
When you are satisfied with the template, click the Publish button on the right of the screen.
Note: You can preview the template by clicking the Preview button on the preview tab.
1. Click the Sign radio button.
2. Click the Filter icon.
3. Click the Configure condition button to check the condition.
4. Click the Save button if you are satisfied with the condition. In this lesson, we used “Contact ID Equals RecordID.”
5. Click the Save conditions button on the Create/Filter screen.
6. Click the Publish to New Sign button.
7. Type a name for the project and click the Publish button.
You will see the following message while the document is being uploaded: “Document is currently uploading to server; please wait a bit.”
After that, the next message is shown: “Document is successfully uploaded. If your TITAN Sign document is opened, please close and re-open it.”
8. Click the OK button.
Note: You can preview the template by clicking the Preview button on the preview tab.
1. Click the Sign radio button.
2. Click the Filter icon.
3. Click the Configure condition button to check the condition.
4. Click the Save button if you are satisfied with the condition. In this lesson, we used “Contact ID Equals RecordID.”
5. Click the Save conditions button on the Create/Filter screen.
6. Click the Publish to New Sign button.
7. Type a name for the project and click the Publish button.
You will see the following message while the document is being uploaded: “Document is currently uploading to server; please wait a bit.”
After that, the next message is shown: “Document is successfully uploaded. If your TITAN Sign document is opened, please close and re-open it.”
8. Click the OK button.
12 Open Titan
1. Navigate to the Titan Dashboard.
2. Click the newly added project.
3. Drag any of the interactive fields if necessary.
The fields were dragged and resized:
2. Click the newly added project.
3. Drag any of the interactive fields if necessary.
The fields were dragged and resized:
13 Make Changes to the Word Template
You can make changes to the Word template, such as adding text or changing the font format.
1. Click the Publish button and click the Existing Sign radio button.
2. Select the Sign project you want to update and click the Publish template button.
You will see the following message: “Document is currently uploading to server; please wait a bit.” After that, the next message is shown: “Document is successfully uploaded. If your TITAN Sign document is opened, please close and re-open it.”
3. Click the OK button.
4. Refresh the Titan Sign project. You will see the changes that you made in the Word template.
1. Click the Publish button and click the Existing Sign radio button.
2. Select the Sign project you want to update and click the Publish template button.
You will see the following message: “Document is currently uploading to server; please wait a bit.” After that, the next message is shown: “Document is successfully uploaded. If your TITAN Sign document is opened, please close and re-open it.”
3. Click the OK button.
4. Refresh the Titan Sign project. You will see the changes that you made in the Word template.