Topic outline

  • In this course, you will learn how to generate documents from Titan web, manage templates, configure dynamic templates, and customize various document settings.

    This course covers processes and concepts for document generation, including:

    • Creating PDFs automatically
    • Managing and customizing templates
    • Using web fields and merge fields in dynamic templates
    • Configuring download settings
    • Setting up Salesforce push settings
    • Adjusting email, preview, and edit settings
    • Working with interactive settings and field styling


    At the end of this course, you will be able to:

    • Generate and manage documents efficiently from the web
    • Customize templates with dynamic fields and merge fields
    • Configure download, email, and Salesforce push settings
    • Adjust preview, edit, and interactive document settings for better control

  • Custom Pages: 11 Quiz: 1