Sign Delaware Permission Slip Mobile

Document type sign permission slip delaware mobile

welcome to another demo in this demo we'll show you all of the document generation options in Titan and there are truckloads so I will show you all the good ones and all of them have a specific use case and and it's it's really nice to have a bunch of different options available in your repertoire in case you have different use case that you can use for one and one for another so let's get started and I'll show you it's very very cool alright option number one is of what we called Auto PDF what that means is let's say you have a form like this a very simple gdpr form and then what you want to do rather than having to create a PDF put fields on them what you can do is you can just simply take a screenshot of the entire screen and push it to Salesforce now let me show you how all of that works so let's go ahead and preview this I'm going to go ahead and enter some data in here let's do Mickey Mouse Mickey Disney if Mickey a fake number and then we'll gametocyte our GDP our like this as you can see it's check to I consent now if I go ahead and submit this what this gonna do is going to go to Salesforce but remember the PDF option is it takes a screenshot of the entire screen and pushes it to Salesforce so let me show you an integration log how that looks alright so let's go and see you can see in our contact now bring that up let's search for Mickey alright there's Mickey that we just created right now and then if I look in the files you can see that here is all the details that we entered taken as a screenshot and entered into Salesforce so it's a really quick option where you know you can do something you don't have to it up really complicated you just take the data as it is and push it back to Salesforce so really simple one that's option number one super basic stuff option number two is what we called a basic PDF all right this is where you can use a static PDF so let me go ahead and switch off or to a PDF and I'll show you what the basic version looks like and it's over here first thing you do is you enable it then you can do Plus page and now we can go ahead and insert some stuff so let's go ahead and find ourselves a document for example let's take this so you can have as many pages as you like insert it in here and it will pause it through for you okay and this is this is really it and from here on you can go ahead and add your data so you click plus elements and click first name and let me just make this bit bigger so you can see it alright so there it is and all you have to do is just drag your data over here like this and add it onto a static PDF all right so you can do first name you can do last name like this and then you can do email on in all of our PDFs or Word document one of the awesome functionalities is you can make the fields interactive means you can modify them directly so let me go and enable interactive mode for you and I'll show you how it works like this like this and you can even make them inline editing all of them like this okay so let me show you how it works click apply settings preview before submit so let's preview this document quickly and I'm gonna go ahead and add some data again so we'll do Mickey Mouse okay there's name com and then I'll just go ahead and add some data in here like this and go ahead and sign it now what you'll find is if I click Submit it's gonna show me the preview of that document which is really awesome you can see it and now you can see there's my data that's pulled in statically but I can also modify this data directly in case I've got it wrong this is where inline editing comes into play and it's a really nice functionality and part of tighten and you can do that in any document generation other than Auto PDF so there's inline edit functionalities are awesome and you can even do signatures let me enable that quickly for you so you can see let's go to configure let's get our signatures in and there is our signatures like this and you can even make them modifiable as well directly in the document so that's another option option number three now this is where things get advanced and by advanced I mean what we call dynamic data where you can't predict how much data is gonna come through and how many records it's gonna be therefore you need to be able to build something very dynamic that can control that let me show you a quick example so we have another version of this it's called a PDF but it's called a dynamic PDF so in this example what I'm doing is I'm bringing back opportunity from Salesforce and I'm bringing its related products now for every opportunity in Salesforce I could have two products for opportunity I've got a five out of ten and it varies so therefore you need to be able to control all the data that it's brought back this is where the dynamic PDF comes in and the best thing is you can build this with either code or just generally in itself and this is how it looks like and this is the source code here alright and it's just a very very nice PDF and let me show you and it's dynamic so let me bring some data back from Salesforce and I will demonstrate this for you so here this is my titan opportunity and as you can see these are the related products dynamically bought in and if I click Submit you can see the end result all the tables in this table here Sportback the result dynamically that's what called a dynamic PDF where you don't know how many records are going to come through and by the way you can have as many objects as you want and you can bring the result back into this PDF here regardless and a final documents that I want to show you is a word document which is awesome and it's great for clicks only and let me show you an existing document that I have and I'll show you how we built it let me bring that up for you right now okay here it is so this is a word add-in and everything in here is built using clicks Oni so all you would do is you would go ahead right click and insert your fields so let me just quickly demonstrate let me sign in with Salesforce let's get dates yeah and any data you can pull from any object whatsoever like there is no limitations there any relationships all of it you can bring back within word as well as any other PDFs that you use with Titan so here I am I'm signed in and all I want to do is right-click choose my insert my field I can insert table sections conditions formula I can do if conditions I can showing high different style I can watermark and add signatures you can make fields interactive now in this example I'm bringing back from opportunity it's related products and all the accounts that are related to that sorry all the contexts that relate to the account in the opportunity let me show you a quick preview on how that data would look like in this word and it's very easy and it will render this nicely as well for you so look there's my data Titan opportunity you can see these are all the contacts you can see these are all the line items in there everything bought back really really nicely into this document now your question you may be asking is can i generate this from sales or do i can i or do i only have the ability to generate this from the form builder or the dock sign the answer is you can do all of that directly using a button or you can automate it using outbound message process builder or apex or even a flow so all the ones that I've shown you look you can do that directly with it using a cell source button as well right so there you go there's your data now the next one there is my word document that I've just shown you but in using the same button sorry the same document in a button but in Salesforce and you can email this whatever have you so these are all variety of different options available and they're all very dynamic data that we're bringing back so it looks really nice and I hope you enjoyed it