Use Auto PDF to Convert a Webpage to PDF

Business Background

When users complete a page in your project, you may need to convert a webpage to PDF so the information can be saved, shared, signed, or stored in Salesforce. This is useful when a completed page needs to become a formal record, customer copy, internal document, or signing file.

You can use Auto PDF to capture the contents of 1 webpage at a time and use the generated PDF in the next step of your process.

Titan Solution

Titan lets you generate a PDF from a single webpage in your project. The PDF can be downloaded, pushed to Salesforce, sent for digital signature, or emailed to a customer based on your project setup.

You can configure conditions to control when the PDF is created and what happens after it is generated, helping you connect the PDF output to your Salesforce or signing process.

How to Guide

1. Click the Gear icon to open the Project Settings.
2. Click Tools, then click the Gear icon next to Document Generation.

3. Click the block. The Auto PDF Settings screen opens.

4. Use the checkboxes to select option(s):
   • Download: Download the Auto PDF.
   • Push to Salesforce: Push the PDF to Salesforce.
   • Email: Attach the file to an email.
5. Click the Next button.

Note:

The options on the left of the screen under General depend on the options you selected on the previous screen.

You can add options:

1. Click the + icon next to Add Option.
2. Click the + icon next to an option to add it to the list.

4. Use the drop-down list to select the source page. This is a page in your Web project.
5. Use the drop-down list to select the PDF layout override if you do not want to use the default.
   • Using the options in the list, you can force PDF generation to use a specific layout regardless of the client’s screen size.
   • The default is dynamic based on the current device.
   • Under General, add a label in the field.

8. If necessary, right-click on the AppExchange link to open it in a new window and install the latest version of our app.

9. Configure the options that you selected:
   • Download
   • Push to Salesforce
   • Email
   • Digital Signature

Download

1. Click the Download option.
   1. Use the toggle switch to enable the Download functionality.
   2. Use the toggle switch to add a dynamic file name if necessary.
      • The Custom Name field changes to a drop-down list that lets you select the dynamic file name.
   3. Type a custom name.
   4. Use the toggle switch to enable digital signatures, if necessary. The option Digital Signature is added to the left of the screen.
   5. Use the toggle switch to enable the actions while waiting: Freeze the screen while the template is generating.
   6. Click the checkbox to optimize the image quality for better performance.
      • This will reduce image quality to 80% of the original and, therefore, reduce the file size.
   7. Use the toggle switch to enable the actions while waiting: Show a progress bar.

Push to Salesforce

1. Click the Push to Salesforce option.
   1. Use the toggle switch to enable Push to Salesforce.
   2. Use the toggle switch to add a dynamic file name if necessary.
      • The Custom Name field changes to a drop-down list that lets you select the dynamic file name.
   3. Type a custom name.
   4. Use the toggle switch to enable a Digital Signature.

2. Make sure that you configure the Salesforce Push.

Email

1. Click the Email option.
   1. Use the toggle switch to add a dynamic file name if necessary.
      • The Custom Name field changes to a drop-down list that lets you select the dynamic file name.
   2. Alternatively, type a custom name.
   3. Use the toggle switch to enable digital signatures, if necessary. The option Digital Signature is added to the left of the screen.
   4. Click the checkbox to optimize the image quality for better performance.
      • This will reduce image quality to 80% of the original and, therefore, reduce the file size.

Digital Signature

Note:

Make sure that you used the toggle switch to enable a Digital Signature, either under the Download,  Push to Salesforce, or Email option.

1. The only option is the Form Titan certificate.
2. Use the toggle switch to show the signature.
3. Use the drop-down list to select a position.
   • Left bottom
   • Right bottom
   • Left top
   • Right top
4. Type the value for the padding in the X and Y fields.
5. Type the value for the width and height in the fields.
6. Use the drop-down list to select a reason.
   • Other. Add the reason in the field.
   • Variable (This is a variable that you added to the project.)
7. Purchase more credits if needed.

8. Click the Apply button. The PDF template is added.
9. Use the Edit icon to edit the template.
10. Use the Kebab icon to do one of the following:
    • Turn Off
    • Delete