• Product

    Document Studio

    Generate, Sign, and Automate Salesforce documents with real-time sync

    Document Generation eSign Files CLM

    Experience Studio

    Build portals, apps, and forms directly in Salesforce with Dynamic data flow and adaptability

    Forms Flows Portals Surveys

    Go Unlimited

    Portals & Web Apps
    High-Volume Doc Gen
    Forms & Synced Surveys
    eSign & Contract Lifecycle
    Enterprise Compliance
    All-in-One Suite
    Book a demo
  • Solutions
    Financial Services

    KYC, mortgages, and compliance
    Healthcare

    HIPAA patient intake and portals
    Education

    Admissions and FAFSA automation
    Nonprofit

    Donors, grants, and workflows

    Legal

    Intake, contracts, and approvals
    Insurance

    Quoting, claims, and renewals 

    Go Unlimited

    Portals & Web Apps
    High-Volume Doc Gen
    Forms & Synced Surveys
    eSign & Contract Lifecycle
    Enterprise Compliance
    All-in-One Suite
    Book a demo
Log In Slack sales

Titan Support

How can we help you?

Platform

Find out how to Navigate My Projects

What Search Features and Options are available for Projects?

Filter your view of all projects on the dashboard. You can change how you view projects and view project details without opening them. Keeping your projects organized in your preferred method makes it easy to find projects.

How to Video

  • 0:01 Introduction.
  • 0:20 Learn how to filter projects

How can you Navigate the Projects on the Dashboard?

  1. Use the Search field to find a project. This option is helpful when you have many projects.
Search field
Search field
Note:

You can search for a project using the ID from the URL.

This image has an empty alt attribute; its file name is image-303.png

  1. Click the project Kebab icon to view the following options:
  • Open: The project opens in the same webpage.
  • View details: A modal opens showing the name, description, status, and tasks of the project.
  • View submissions: A modal opens showing the submissions on the project.
  • View versions: A modal opens showing the project versions.
  • Manage Folders: A modal opens where you can manage the folders.
  • Export: The Export Projects modal opens.
  • Preview: The project preview opens in a new webpage.
  • Duplicate: The Clone Project modal opens, where you can add a name and create a copy of the project.
  • Delete: A confirmation message is shown, stating that the project will be moved to the Recovery Center.
Kebab icon
Kebab icon
  1. Use the Sort by option to sort the projects. You can sort by Name or Last updated.
Sort by options
Sort by options
  1. Change the view of the projects to Grid (default) or List view.
Grid View icon
Grid View icon
  1. Use the list of contents on the left to quickly find a project, either by folder or project type.
Table of Contents
Table of Contents
  1. Use folders to categorize projects into specific folders to easily find files and source information quickly.
Folders screen
Warning:

When you delete a folder, all the projects in that folder will also be deleted.

Note:

You can either select projects or folders but not a combination of the two.

The Only Forms Solution Built 100% in Salesforce.

Slack an expert