Create a Titan Sign Project Using a PDF or Word Template 

Create a Titan Sign project using a PDF or Word template based on the type of document you need to send for signing.

Use a PDF when the document’s layout and content must remain fixed. Use a Word template when the document must be adjusted based on dynamic Salesforce data.

When to Use Each Document Type

• PDF: Use for fixed documents such as contracts, medical forms, legal agreements, and real estate documents. You can add signing fields without changing the original document structure.
• Word: Use when the document’s content, length, or layout must adjust according to Salesforce data. For example, the generated document can display a different number of Contact records for each signing process.

Before You Begin

For a Word project, create the template using the Titan Word add-in and include Salesforce fields. You cannot upload a Word template that does not contain fields configured with the add-in.

You can also complete the one-time email header and footer setup to apply standard branding, contact information, or legal text to emails across your Titan Sign projects.

Start a New Sign Project

1. From the Titan Dashboard, select New Project.
   The Select Project Type screen opens.

2. Select Doc Gen, and then select Next.
   The Select Doc Gen Type screen opens. Doc Gen projects let you generate or upload documents for electronic signing.

3. Select E-Signature, and then select Next.
   A new Sign project opens. You can now upload a PDF or Word document.

Upload a PDF Document

1. Add the PDF to the upload area or select the area to choose the file from your device.
   Titan uploads the document and displays it in the Sign builder. The original PDF layout and content remain fixed.

2. If Titan detects existing fillable fields, select Place Fields.
   Titan automatically places the detected fields on the document, so you do not need to recreate them manually.

3. Add any other required fields from the options on the left of the builder.
   You can add basic, advanced, and Salesforce fields. Use these fields to collect signatures and other information or exchange data with Salesforce.
4. Position each field in the required location on the PDF.

5. Continue to Configure Document Access.

Prepare and Upload a Word Template

Use a Word template when the document must combine fixed content with dynamic Salesforce data. When Titan generates the document, it replaces the configured fields with Salesforce data and adjusts the document to reflect the returned information.

For example, a document that returns five Contact records will be shorter than one that returns 20 Contact records.

Prepare the Word Template

1. Open the document in Microsoft Word and use the Titan Word add-in to configure the template.
   The add-in connects the document to Salesforce and lets you insert the fields required for document generation.
2. Add the fixed content that should appear in every generated document.
   Fixed content can include headings, instructions, legal terms, branding, and standard agreement text.
3. Insert the required Salesforce fields using the Titan Word add-in.
   These fields determine where Titan places Salesforce data when it generates the document. Add fields for information that may differ between records, such as a customer’s name, contact details, account information, or agreement values.
4. Review the template and confirm that it contains the required fields.
   Titan cannot add the Word template to the Sign project if the template does not contain fields configured using the Titan Word add-in.
5. Save the completed template as a Microsoft Word document.

Upload the Word Template

1. Add the Word template to the upload area or select the area to choose the file from your device.

For Word templates, use the right-side menu to choose whether the document uses dynamic Salesforce data or static content.

2. Wait for Titan to upload and process the template.
   Titan uses the configured fields to identify where Salesforce data must appear in the generated document.
3. Confirm that the correct template has been added to the project.
   Using the correct template ensures that the generated document contains the intended content and Salesforce fields before it is sent for signing.
4. Select Settings, and then select Document Access.
5. Select Dynamic.
   Word template projects require dynamic access to the document because it is generated from Salesforce data. Depending on your configuration, Titan can populate fields from Salesforce, assign the document to predetermined signers, and send completed information back to Salesforce.
6. Configure the signers and assign the required fields.
   Field assignments control which signer can complete or sign each part of the generated document.
7. Configure collaborator permissions if additional participants need to access or work on the document during the signing process.

Expected Result

A Titan Sign project is created using a fixed PDF or dynamic Word template. You can continue configuring the signers, fields, document access, and signing process.

Frequently Asked Questions

Can I Change the Content of an Uploaded PDF?

No. The PDF retains its original content, structure, and layout. You can add and position fields for signers without changing the underlying document.

Why Can’t I Upload My Word Template?

The Word template must contain fields configured using the Titan Word add-in. Confirm that the template includes supported Salesforce fields before uploading it again.

Can Titan Use Existing Fillable Fields in a PDF?

Yes. When Titan detects fillable fields, select Place Fields to add them automatically to the Sign project.

Which Document Access Type Should I Select?

Select the access type based on how signers open the document and whether Salesforce data is used:

• Use Public when anyone with the link can access the document.
• Use Private when predetermined recipients must sign the document.
• Use Dynamic when Salesforce data controls the document content or signing process.

Word template projects require dynamic access.

Can I Populate Fields With Salesforce Data?

Yes. You can use Salesforce fields to populate the document with existing data or send information entered by signers back to Salesforce. The available configuration depends on the document and access type.

Can More Than One Person Work With the Document?

Yes. Configure collaborator permissions when additional participants must access or work with the document during the process.

Related Articles

• Configure Public Document Access
• Configure Private Document Access
• Configure Dynamic Document Access
• Configure Email Headers and Footers for Titan Sign
• Configure Collaborator Permissions