• 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

Lightning Component: TitanSignWizard

What does this Lightning Component do?

TitanSignWizard enables you to embed the Titan Wizard in any lightning page. Read this article on how to use the Titan Sign Wizard as a button.

How do I use this Lightning Component?

  1. Visit any Salesforce App page or Record page, select Setup and Edit Page on the top right-hand side of the screen:
Edit Page
Note:

This document explains how to add the Titan Sign Wizard on a contact object, but the same process applies to any standard or custom object in Salesforce.

  1. In the search box on the left of the screen, search for TitanSignWizard, select this lightning component and drag it into the container which will take this Lightning Component.
Titan Sign Wizard
Note:

Titan has four wizard types: Sign, CLM, Doc, and Full. Choose the wizard appropriate to your needs. Below, Titan Sign Wizard is selected as an example.

  1. On the right-hand side of the page, choose the Wizard type, for example Sign, set the height of this lightning component on your page, and choose your language.
Wizard Type
Note:

Lang can be en (English), he (Hebrew), or auto, which detects the users automatic language.

  1. Navigate back to your contact page, and you will be able to view and work with the selected Titan Wizard on your Lightning Page. In this example, Titan Sign Wizard was chosen so this is the wizard type that displays:
Titan Sign Wizard Embedded on a Contact Page

The Only Forms Solution Built 100% in Salesforce.

Slack an expert