Install Form Titan Word Add-in

Business Background

Document templates are often used to generate contracts, quotes, proposals, reports, and other business documents that need accurate customer or project data. Instead of manually copying information into each document, you can use the Titan add-in for Microsoft Word to build templates that pull dynamic data from Salesforce or a Titan project.

Titan Solution

Titan lets you design Word templates that automatically include data from Salesforce or your Titan project. After installing the add-in, you can add dynamic fields to your document and use the template to generate accurate, ready-to-use documents with less manual work.

How to Guide

1. Open Microsoft Word.
2. Under Insert, select the Get Add-ins option. The Office Add-ins screen opens.

3. Search for FormTitan in the search field and click the Form Titan – Salesforce composer option.
4. Click the Add button. You must agree to the provider’s license terms and privacy policy.
5. Click the Continue button. The Form Titan tab is added to the standard Word ribbon.

6. Click the Got It button.

7. Click the new Form Titan tab to open it.
8. Click the Login option. The Titan Documents screen opens on the right side of the document.

Note:

You must have a Titan username and password.

9. Click the Let’s Start button. The Sign-in screen opens.

10. Type your email (username) and password in the relevant fields and click the Sign In button. You may have to verify CAPTCHA images.

Note:

If your email is associated with a few accounts, please select the account by selecting a radio button and then select the Sign In button.

You are now signed in to the Form Titan Word add-in.

You will also receive an email notification that your account was used to sign in. You don’t have to do anything unless you don’t recognize the activity.

You can choose not to receive the notification emails:

1. Browse to My Account on Titan.
2. Under Profile, uncheck the option “Email me every time my account is logged into,” and you will no longer receive the notification email.

You can do the following:

• Insert interactive fields
• Insert signatures
• Configure dynamic signers
• Use custom labels
• Use Web project fields
• Use charts

• Configure Swiss invoice QR codes
• Generate a document using a record in Salesforce
• Insert hidden fields
• Configure conditions on hidden fields

• Insert tables
• Use the two-column split mode in a Word Add-in table
• Preview the document in PDF
• Replace the template