Invoke Titan Sign without Preview

Business Background

Trigger a signing process quickly without a preview, with fewer clicks and no coding.

Titan Solution

Titan enables you to initiate a signing process from a project without previewing the document first.

How to Guide

1. Click the + icon next to the settings icon. A list of elements opens.
2. Select the Input option from the list.
   • A button was used in this example.
3. Drag-and-drop a button element to the canvas.
4. Click the On Click Action icon on the element. The On Click Action screen opens.

5. Click the + icon next to the Start node.
6. Under User Interaction, click the Document Generation option and click the Next button. The Edit Node screen opens.

7. Click the Titan Sign radio button.
8. Select the Word template that you added from the Template drop-down list.
9. Select the record ID from the drop-down list.

10. Select the Generate radio button and click the Next button.
11. If necessary, add a name in the Tag field and click the Insert button. The action is added to the On Click Action screen.
12. Click the Apply button to complete the configuration.