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Platform
Web
Actions, Logic & Workflows
Action Flow Library: Saving & Reusing Workflow Rules
Affected Elements
Affected Elements Node: Border Color Configuration
Affected Elements: Activation & Enabling Controls
Animation Container Interactivity
Clone Nodes
Configure an Open Action
Configure Conditions: Set Rules to Trigger Actions
Configure on Close: Run Actions When the Element Closes
Configure On Finish Actions
Configure On Search Action
Create a Reusable Actions Flow Library
Custom Title for Modals
Delete Submissions
Document Generation Node
Edit a Rule in Actions Flow Library
Edit Mapping for Animation
Element Access and Validation for Affected Elements
Environment Variables - Flow Trigger
Environment Variables - Sign Trigger
Environment Variables - Web Redirect
Export Data to Google Sheets
External Redirect/Go to Page
Floating Menu on Actions Flow
Flow – Web Submission
Hide Action for Modals
How to Configure Text and Background Colors with the Affected Elements Node
Ignore Validations
Internal Redirect/Go to Page
Invoke Titan Sign without Preview
Load Submissions
Local Storage: Saving & Retrieving Form Data
On Attach Action: Trigger Actions on File Upload or Removal
Page Modal for Different Size Devices
Project UI
Re-Order Action Flows
Redirect/Go to Page
Reset State Action for Titan Modals in a Web project
Return Data from Titan Flow
Send Files to External API on Titan Flow Process
Send Files to Titan Flow Process
Set Focus for Affected Elements
Show Action for Modals
Show and Hide for Affected Elements
Store Signatures in Salesforce with Base 30 Storage
Submissions
Table Interactivity – Hide Row
Toggle Action for Modals
Update Submissions
Use a Loop to Update Multiple Records in Titan
Use a Rule in Actions Flow Library
Use the Generate File Flow
Value Rules: Set Valid Input Criteria for Fields
Virus Scan
Add and Configure Elements
Add a Ticker Widget to Display Scrolling Text
Add and Configure a Quantity Counter
Add Elements to a Modal
Add Question Options to the Matrix Element
Adding Answers Options to the Matrix Element
Address Validation
Animation Container
Auto-Suggestions in a Lookup
Barcode Generator Widget
Breadcrumb Widget
Button Type Column for Power Tables
Change Container Type
Change Hover Image
Change Image
Change On Click Image
Column Title Tooltip
Configure a Phone Number Input Field
Configure a Power Table to Display Data
Configure a Table
Configure Actions for Doc Gen Edit Mode
Configure Interactive Document Widget
Configure Lookup
Configure On Submit Action
Configure the Comparison Card Widget
Configure the Scheduler Widget
Configure the Stripe Payment Widget
Configure Tracker Widget
Configuring Google Maps Interactivity
Containers – Attributes First/Last Step
Create a Component
Create a Drawer
Create a Modal
Create a Responsive Modal
Create and Configure a Form in Titan Web
Customize the Y-Axis format on a chart
DocGen Settings
Document Generation Accessibility
Doughnut Chart
Drawer
Drawer Logo and Buttons
Dynamic Accordion Interactivity
Dynamic Values
Dynamic Values - Sync from Salesforce
Dynamic Values: Generate Steps from Salesforce Data
Edit Mapping for Power Tables
Edit Mode for Document Generation
Enable Company Signature Mode for Official Business Signatures
Enable Events on a YouTube
External Global Filter
External Look-Up Configuration
External Lookup – Australian Business Number
External Lookup – New Zealand Business Number
External Lookup Widget
Field Type Column
File Upload: Preview Files Before Submission
File Viewer: Dynamic Salesforce Files
File Viewer: Static File
File Viewer: Type
Filter By
Filter Date Range
Floating Footer
Form Element - Set as Mandatory
Form Element – Set as Not Mandatory
Form Merge/Split
Format in Columns
Format Numbers and Values on Charts
Forms Interactivity
Genie Form Assist
Get Dynamic Salesforce Values for Ranking Elements
Group By
Header Logo
Header Title
Hide Action for Drawers
Hide Footer
Hide Icon for Drop-Down Elements
Hide the Expansion Arrow in Power Tables
How to Customize Your Table Columns
How to Use the Address Finder Widget
How to Use the Image Annotator
Icon Type Column for Power Tables
Index Type Column
Input Type Column
Interactive Images
Learn about Charts
Learn about Containers
Logo or Profile Picture
Modal
Modals
Power Table – Date Settings
Power Table Dynamic Color
Prefix and Suffix
Ranking – Affect Elements’ Conditions
Read-Only Form
Rename Form Rows, Columns and Cells
Repeat Auto Fit Containers
Repeat Strip
Reset Changed State Flag for Form Element on Titan XP
Reset State Action for Drawers
Search Method: Define How Search Matches Results
Search Widget
Show Action for Drawers
Show Column
Sort By
Static Type Column
Static Values - Edit Mapping
Stick Footer to Page Bottom
Text Comparison Widget
Text Review Widget Data from Affected Elements
Text Review Widget Data from Salesforce
Text Review Widget Drafts
Text Review Widget Interactivity
Toggle Action for Drawers
User Account
User Profile
Wrapped Text
Data & Salesforce Integration
Configure Platform Events
Configure Salesforce Conditions with Dates
Configure Salesforce Integrations - Push DocGen Files
Configure Salesforce Mapping for Credit Guard
Configure Salesforce Mapping for PayPlus
Configure Salesforce Mapping for Stripe
Configure Salesforce Mapping for Tranzila
Configure Salesforce Mapping for Yaad
Configuring Local Storage and Submission Logs
Dependent Picklist: Show Options Based on Another Field
Environment Variables - Salesforce Integration
How to Configure a Salesforce Push for Successful Payments
Importing Salesforce Default Values
IP Country Location assignment
Map Apex Class to a Power Table
Number of Records per Batch in Bulk Mode
Payment Methods for Salesforce
Refresh Metadata
Run Criteria
Salesforce Default Values: Use Salesforce Defaults in Elements
Store Error Messages in Variables
Sync Form Data with Salesforce Records
System Custom Variables – OpenerRef
Translate Countries and States
Use Custom Variables in Titan Projects
Use System Variables in Titan Projects
Design, Styling & Branding
Add an Icon to a Button
Alignment Styling
Auto-Fit Container Styling
Border Styling
Button Styling
Change Radius of Input Field
Checkbox Styling
Create and Apply Custom Themes in Titan Web
Create Global Class
CSS Styling
Currency Styling
Custom Font Configuration & Styling Guide
Custom Themes – Affected Elements
Date Styling
Fill Styling
Font Styling
Gradient Color Styling
Image Styling
Import a Style from one Project to Another
Item List Styling
Line Styling
Link Styling
Log In Styling
Margin Styling
Multi-step Container Styling
Opacity Styling
Padding Styling
Position
Primary Styling
Profile Styling
Project Styling
Radio Styling
Registration Styling
Responsive Device Layouts & Screen Breakpoints
Rich Text Area Styling
Scroll Container Styling
Scroll Fade Styling
Scrollbar Styling
Set Column Width in a Form
Shadow Styling
Shapes Styling
Signature Styling
Size Styling
Solid Color Styling
Stroke Styling
Style Horizontal Scrollbar on Power Tables
Style Individual Column Headers
Style Input Variants
Style the Date Modal
Styling - How to Add a Video to a Strip
Styling on Filter Rows
Styling Properties on Elements
Tracker Line Styling
Tracker Widget Styling
URL Styling
Use Image Styling
Verification Styling
Vimeo Styling
YouTube Styling
Element Settings
Accordion – Custom Icon
Accordion Settings
Add a Signature Guide Line with Draw Line
Add Alternative Text to Image Elements
Add Custom Icons to Elements
Additional Item: Add Custom Option Not in Salesforce
Address Finder – Custom Icon
Address Finder Settings
Align Items Vertically
Allow Add Record for Lookup Fields
Allow Arrows: Enable Left and Right Navigation
Allow Autosuggest: Show Suggestions as Users Type
Allow Freeze Header: How to Freeze the Table Header Row
Allow Grouping to Organize Data in Tables and Power Tables
Allow Pin: Let Users Pin or Unpin the Drawer
Allow Points: Enable Dot Navigation
Allow Skip Step: Let Users Skip Steps Without Validation
Alternative Labels: Change Step Label Position
Always Show Value
Animation
Animation Speed
Animation Widget Settings
ARIA Accessibility for Text Elements
ARIA Label for Shapes
ARIA Labels for Input Elements
ARIA Labels for Survey Elements
Auto Country Code for Phone Number Fields
Auto Detect Locale: Match Date and Time Format to User Locale
Auto Fit Container Settings
Auto Focus: Set Focus on Element When Page Loads
AutoPlay: Enable Automatic Carousel Scrolling
Bar Chart Settings
Bubble Chart Settings
Button Group – Hide Description: Remove Description Text
Button Group – Hide Icon: Remove Button Icons
Button Group – Static Value: Set Fixed Labels and Values
Button Group Settings
Button Settings
Captions
Capture Settings
Carousel Container Settings
Centered: Align Tab Content to the Center
CES Settings
Checkbox Settings
Checkbox Type: Choose Checkbox Style
Circle Slider - Hide Value
Circle Slider – Prefix and Suffix
Circle Slider Settings
Clear Styles on Switch: Reset Step Layout on Navigation
Close Icon: Enable and Customize the Close Button
Collapse On Load
Columns In Row
Comparison Card Settings
Component Settings
Configure Drop-Down Settings
Configure Multi Select Picklist Settings
Configure Number Format for Input Fields
Configure On Click Actions
Configure Stepper Settings
Configure the Capture Widget
Configure the Number of Choices a User Can Make
Configuring a Yes/No Survey Element
Configuring Chart Details and Data
Confirmation
Container Settings
Control Visible Text Area Size with Number of Visible Lines
Currency Settings
Custom HTML
Custom names for Conditions
Custom Tooltip
Custom Zoom
Customize the Apply Button Label for Lookup Fields
Customize the Cancel Button Label for Lookup Fields
Date Format: Set Date Display Format
Date Range Settings
Date Settings
Date Time Settings
Decimal Digits: Set Number of Decimal Places
Default Locale: Set Default Date and Time Format
Default Value Date
Default Value: Set Initial Field Value
Define Truncated Text Behavior with Custom Ellipsis
Dependent Picklists in Power Tables
Direction: Arrange Items Horizontally or Vertically
Direction: Arrange Months Horizontally or Vertically
Disable Browser Suggestions for Inputs with Disable Autosuggest
Disable Country Change for Phone Number Fields
Disable Filter: Turn Off Option Filtering
Disable Future: Block Future Date and Time Selection
Disable Mobile Vertical
Disable Name Click: Enforce Step-by-Step Navigation
Disable on Execution
Disable Open On Click: Open Dropdown Only When Typing
Disable Parent Resize for Containers
Disable Past: Block Past Date and Time Selection
Disable Step Spacing Grow: Reduce Space Between Steps
Disable the Lookup Modal for Selection Lists
Disable Tooltip: Hide Field Tooltips
Disable: Make the Element Non-Interactive
Disallow Paste: Prevent Pasting into Fields
Display a Character Count to Users
Display Value Label
Display Value Label on Slider
Display Value Markers on Sliders with Show Ticks
Distinct Options
Doughnut Chart Settings
Download, Print and Zoom Interactivity
Drawer Settings
Dynamic Values - Configure Dynamic Mapping
Dynamic Values - Dynamic Region
Edit Icon: Customize Element Icon
Edit Mapping for Tracker
Ellipsis Mode
Email Settings
Empty Item: Add a Blank Option to the List
Enable Clear Icon: Add Clear Button to Reset Field Input
Enable Collapse/Expand for Tracker Events
Enable Column Resizing on Power Tables with Allow Resize
Enable Data Sorting on Tables with Allow Sorting
Enable Multiple Selection for Lookup Fields
Enable the Show Legend Function for Charts
Enable Users to Update Details on Power Tables with Allow Quick Update
Enabling Allow Selection
Enabling Auto Grow for Tables
Field ID
File Type: Restrict Allowed File Formats
File Upload Settings
File Viewer Settings
File Viewer: Messages
Files Selected Label: Customize Uploaded File Text
Filter Input: Filter Dropdown Options While Typing
Filter per Record Type
Forced Scroll Button: Enable Left and Right Tab Navigation
Freeze Last Group
Full Width: Stretch Tabs to Fit the Container
Hide Accept/Revert All
Hide an Empty Header
Hide Asterisk: Remove Required Field Indicator
Hide Controls: Remove Built-In Navigation Buttons
Hide Default Icons on Input Elements
Hide Error Text: Show or Hide Error Messages
Hide Inactive Label
Hide Information Section
Hide Labels
Hide Onload
Hide Tooltip
Hide Valid Text: Show or Hide Valid Input Indicator
Hide X-Axis
Hide X-Grid
Hide Y-Axis
Hide Y-Grid
Highlight Slider Progress with Active Line
Horizontal Bar Chart Settings
Horizontal Scrolling
Hover Modal: Show a Modal When Users Hover Over an Element
How to Configure Hyperlink Display Text
How to Enable Allow Filtering for Tables
Icons in Power Tables
Ignore Salesforce Format
Ignore Validation: Move to the Next Step Without Validation
Image Choice Settings
Image Settings
Inline Progress
Inner Text
Interactive Document Settings
Invalid Value: Set Error Message for Invalid Input
Keep Aspect Ratio
Keep Focus in Modals: Trap Focus Within the Modal
Keep Long Content Visible with Fixed Label
Label Icon: Customize File Upload Icon
Layout: Split Modal or Drawer into Columns
Legend Calculation
Legend Placement
Lightbox: Highlight Drawer Content with Background Overlay
Limit From and To Day
Limit Input Characters with Maximum Length
Limit List for Drop-Down Elements
Limit Lookup Results with Limit List
Limit Number of Selections on List Elements
Line Chart Settings
Line Settings
Link Video or Iframe Sources with the Link Option
Longitude and Latitude
Lookup Settings
Mandatory: Require Field Completion
Mask Sensitive Input with Password Mode
Matrix Settings
Max Files: Limit Number of Uploaded Files
Metadata
Min/Max/Step Size
Minimum and Maximum Label
Modal Settings
Month and Year Pickers: Show or Hide Month and Year Selectors
Months: Set Number of Months to Display
Multi Step Settings
Multi-select Option
No File Label: Customize Text When No File Is Uploaded
Number Settings
Numeric Format: Set Number Display Format
Orientation: Arrange Options Horizontally or Vertically
Pagination
Parent ID
Persistent: Keep Drawer Open During Page Interaction
Phone Settings
Pie Chart Settings
Placeholder: Add Guidance Text Inside Input Fields
Plain Text Mode
Position: Set Where the Modal or Drawer Appears
Power Tables – Static Column Width
Prefix: Add Text or Icon Before the Field Value
Progress Bar: Show Progress Through Steps
Quantity Counter Buttons
Quantity Counter Settings
Radio Settings
Range Settings
Ranking – Order Box
Ranking Settings
Rating Scale Settings
Read Only: View Field Without Editing
Resize Active Step: Adjust Container Height to Step Content
Responsive Modal Settings
Rich Text Area Settings
Rotate Image
Scatter Chart Settings
Scheduler - Custom Section
Scroll Container Settings
Search Settings
Search Trigger
Set a Default Country for Phone Number Fields
Set a Field Mask
Set Minimum and Maximum Values for Circle Sliders
Set Switcher Default State with Default On
Set Text Direction to Left-to-Right with Force LTR
Set the Default Value for Circle Sliders with Value
Set the Maximum Selectable Value with Max Track Value
Setting a Title and Description for Charts
Setting ARIA Label for Power Tables
Setting Min, Max and Step Values for Axis X
Setting Min, Max and Step Values for Axis Y
Settinng a Default Max Value
Shape Settings
Show Button Support
Show Caption: Display or Hide Explanatory Text
Show Clear Button
Show Close Icon: Display Close Button in the Modal Header
Show Defined Ranges: Display Preset Date Ranges
Show Group Items
Show Label: Display or Hide Element Labels
Show Search Icon
Show Selected: Highlight Selected Button
Show Steps Connector Line
Show Title: Display or Hide the Modal Title
Show Total Stack Value
Shuffle Options: Randomize Option Order on Load
Signature Settings
Simple Join Lists
Single Selection: Limit Users to One Option
Single Value: Use Checkbox as a Boolean Field
Slider Settings
Stacked Chart Settings
Stacked Line Chart Settings
Stacked Side Chart Settings
Star Rating Settings
Start and End Date: Set Date Range Limits
Static Value: Set Manual Labels and Values
Static Values - Static Region
Static Values – Edit Mapping for Selectable Values
Step Line Chart Settings
Strip Settings
Style Icons in a Tab Container
Sub Group Label
Suffix: Add Text or Icon After the Field Value
Summary Row for Power Tables
Survey List Settings
Switcher Settings
Tab Settings
Tag
Text Area Settings
Text Field Settings
Text Review Settings
Text Settings
Time Format: Set Time Display Format
Time Settings
Title: Set the Modal and Drawer Title
Tooltips for Power Tables
Tracker - Custom Icon
Tracker - Default State
Tracker - Direction
Tracker - Hide Progress Bar and Text
Tracker Interactivity
Tracker Settings
Turning on the Advanced Legend Feature for Charts
Two Side Section Settings
URL Settings
Use Card Mode
Use Current Date and Time: Auto-Fill with Current Date and Time
Use Current Location
Use Dots Style: Display Steps as Dots Instead of Labels
User Tip
Validation Icon Status: Show Valid or Invalid Input Icons
Validation on Mandatory Fields/Columns
Variant for Line Element
Variant for Search element
Variant for Shape Element
Vimeo Settings
Width
Wrapped Labels: Adjust Tab Labels to Fit Smaller Screens
X Label Rotation
Yes/No Settings
YouTube Settings
Project Features
Configure Online Payments
Configure PWA: Turn a Titan Web Project into an Offline Mobile App
Custom Domain
How to Integrate and Configure Credit Guard Payments
How to Integrate and Configure Tranzila Payments
How to Integrate and Configure Yaad Payments
How to Resubmit a Salesforce Push for Payments
How to use the Hide Skeleton Function
How to Use the Search in Project Settings
Image Compression: Reduce Uploaded Image Size
Label: Add and Identify Element Labels
Offline Mode: Resubmit Failed Salesforce Requests After Losing Internet Connection
Send Post Messages to Share Data Between Pages
Set Up PayPlus Payments with Salesforce in Titan
Set Up Stripe Payments with Salesforce in Titan
Tab Order: Set Keyboard Navigation Order
View Files List Menu: Show File Management Menu
Zoom Different Device Layouts
Project Setup & Administration
Add a Custom Loader to Your Project
Add Custom JavaScript to a Project
CoBrowsing
Configure Accessibility Elements for Screen Readers and Keyboard Navigation
Configure Project Email Settings
Configure Salesforce Lightning Web Components with Titan
Contact Us Form Template
Custom Head
Debug Mode
Device Layout Options
Document Generation: Generate Word, Excel, or PDF Documents from Salesforce Data
Enable Auto Save
Enable Versions
Export Debug File
How to Add a Project Description
How to Configure Push Notifications
How to Configure Your Site URL
How to Save your Projects in Folders
How to Set your Site Orientation
How to Setup a Custom 403 Page
How to Use the Custom Focus Feature
How to use the Translations Search Capability
Image and Information Strip Template
Learn About Project Settings Overview
Page Structure Changes
Power Tables in Email
Project Status
Revert to the Previous Version
Salesforce Document Generation Auto PDF Templates
Salesforce Document Generation Auto PDF Templates
Salesforce Document Generation Word Templates
Security Header
Set up Translations: Translate Pages, Project Text, Salesforce Content, and Bulk CSV Values
Setting up a Project Name
Simple Repeat Element Template
Switch Classic Conditions On or Off
Tab Order Wizard
Security, Access & SmartV Authentication
Access Control Parameter
CAPTCHA
Embed a Project in Salesforce with LWC
IP Whitelist
OTP Access with Environment Variables
Secure Platform Access with SAML 2.0 Authentication
Setting Up Two-Factor Authentication (2FA) via OTP
Short URL
SmartV – Value Rules
SmartV Access Control
SmartV After Logout
SmartV Before Logout
SmartV Events
SmartV Layout
SmartV Login Complete
SmartV Login Settings
SmartV Registration Settings
SmartV Session Expire
SmartV Settings Captions
SmartV Shared Web Session
SmartV Styling Registration Screen
SmartV Verification Screen Styling
SmartV Wrong OTP
SmartV: Access Control Parameter
SmartV: An Overview of Styling Each Page
SmartV: An Overview on Authenticating Salesforce Users on Web Projects
SmartV: Configure Authentication and Two-Factor Verification
SmartV: Configure Login and Access Conditions
SmartV: Log In Screen Styling
SmartV: Login Settings Overview
SmartV: Manage And Preview Pages
SmartV: Profile Settings
SmartV: Registration
SmartV: Sign In using Google
User Access Token
Verification Email
Verification Two-Factor Authentication
Titan AI Studio
Getting Started with Titan AI Studio Builder
UI Elements & Components
Barcode Reader Widget: Barcode Scanning & Data Capture
Forms
Build and Configure Forms
Set Custom Preloader in Titan Forms
Use Auto PDF to Convert a Webpage to PDF
Flow
Action
Clone Nodes
Configuring Titan Flow Email Settings
Generate File
How to Convert to PDF
How to Use the Rename File Node
Merge Multiple Files into One PDF in Salesforce
Submissions
Titan Loader
Virus Scan
Flow Integrations
AI Capabilities
Use Titan Vision AI with Titan Flow
API Hub
Configuring an API
Configuring an API - Basic Example
Using the API Hub
APIs & File Transfer
Invoke External API
Run Titan Flow from API
Use FTP with Titan Flow
Business Apps
Authenticate NetSuite with Titan
How to Use the HubSpot Node in Titan Flow
How to Use the Monday.com Node in Titan Flow
Manage NetSuite Records with Titan Flow
Cloud Storage
Google Sheets Integration in Titan Flow
How to Integrate Google Drive with Titan Flow
Use Amazon S3 with Titan Flow
Use Box with Titan Flow
Use Dropbox with Titan Flow
Use Microsoft OneDrive with Titan Flow
Use SharePoint Actions in Titan Flow
Data & Processing
How to Use the JSON Parse Node in Titan Flow
Understanding the JSON Parse Node
Use Case: Parsing Stringified JSON API Responses for Flow Automation
Images
Compress
Compress
Convert
Convert
Resize
Resize
Watermark
Watermark
Loop
Titan Loop for Flow
Popular in Titan Flow
External Flow
External Flow
Finish
Return Data from Titan Flow
Flow
Invoke Titan Flow from another Flow
Set Variables
Set Variables
Project Settings
Overview
Triggering a Flow via API
Salesforce & Titan Flow
Salesforce Action
Salesforce Action
Salesforce Action - File Get
Salesforce APEX
Invoke a Salesforce Apex Action From Titan Flow
Salesforce Flow
Automate Salesforce Workflows with Titan Flow
Send Parameters from Salesforce Flow to Titan Flow
Trigger Titan Flow from Salesforce Flow
Salesforce Pardot
Pardot Integration
Settings
Tools
Custom Variables
Create a Custom Variable in Titan Flow
Document Generation
Document Generation - Word and Excel Templates
Sign
Creating and Sending Documents
Reject Document
Replace Template
Short Sign URL
Document Settings
Certificate of Completion
Configure Document Access in Titan Sign
Configure Titan Sign Emails and Reminders
Customize the Titan Signer Interface
Environment Variables - Flow Trigger
One Click Sign
Redirect to URL
Search
SmartV
Use ePad
Fields and Document Setup
ARIA Accessibility
Company Signature
Configure and Style Interactive Elements in Titan Sign
Configure Dynamic Signers
Configure HREF Link
Create a Titan Sign Project Using a PDF or Word Template
Dynamic Filtering
Element Settings
Independent Mode
Letter Spacing
Mandatory Signature
Multiple Signers on a Single Device
Populate State Picklist
Push to Salesforce after Signer/s
Salesforce Signers
Signer Configuration
Signer Sections
Signer Single Sign-On (SSO)
Trigger Titan Flow in Titan Sign
Getting Started
Project Source
New Signer Experience
How to Enable the New Signer Experience
New Signer Experience
Salesforce Setup and Usage
Allow Pre-Generate
Bulk Sign for Multiple Users
Environment Variables - Salesforce Integration
Generate Instant Document URL Links from Salesforce with Titan
Sign Wizard in Flow
Track Document Signing in Salesforce with Titan Sign Tracking
Track Titan Sign and Document Generation in Integration Logs
Sign Wizard
Add Signers Wizard
Configure Sign and Send Wizard
Document Settings
Review, & Send Documents
Salesforce Document Generation with Sign Sections
Sign Now Wizard
Signer Reconfiguration
Docs
Dynamic & Interactive Elements
Charts for the Word Add-In
Conditional Rendering of Excel Fields
Download, Print and Zoom Interactivity
Excel Add-in – Insert Hidden Fields
Insert Signatures Word Add-In Titan Docs
Two-Column Split Mode in a Word Add-in Table
Word Add-in: Custom Labels
Getting Started
Install Form Titan Excel Add-in
Install Titan Documents Word Add-in
Step-by-Step Installation Guide: Titan Microsoft Word Add-in
Publishing & Document Generation
Publish a Word Template With or Without a Record ID
Publish Word Template to Titan Flow
Replace Template
Word Add-in - Preview PDF
Salesforce Integration
Add an FT Doc Gen Button for Salesforce Document Generation
DocGen Log in Salesforce
FT Generate Document
FT Generate Document – Edit
Generate Documents in List View
Template Creation
Add and Use Hidden Fields in the Titan Word Add-In
Blocks Relating to Field Labels
Create a Titan Sign Project Using a PDF or Word Template
Doc Gen with Word Add-in for Insert Fields
Dynamic Signers Word Add-In
Excel Add-in – Insert Fields
Excel Cell Type Reflected from Salesforce
Insert Tables and Sections from Titan Project Data
Multiple Columns in a Section in Word Add-in
Swiss Invoice QR code
Use Web Project Fields in a Word Template
Word Add-in - Insert Interactive Fields
Survey
Email Survey
Email Survey Distribution
Distribution Automation
Distribute a Survey via Email
Email Survey Distribution
Configure a Redirect Action
Dynamic Email Subject
Scheduled
Schedule Distribution
Email Survey Element Settings
Conditions
Configure Conditions
Advanced Mode for Text Elements
Dynamic Fields - Use Parameter
Dynamic Fields – Use Slide
Insert Dynamic Data into Your Survey
Limit Number of Selections on List Elements
Salesforce Merge Fields - Use Object
Value Rules
Email Survey Overview
Send a Survey via Email
Email Survey Slide Settings
Email Text
Image
Merge Salesforce Text or Email Subject Fields
Show/Hide Images
Titan Survey Questions
Email Survey Styles
Customize Content Position
Style Survey Elements using Project Level Styles
Getting Started with Email Surveys
Create a New Email Survey
Hybrid Survey
Hybrid Survey Overview
Hide the Start or Finish slides
Set up a Hybrid Survey
Titan Hybrid Survey
View the Survey Taker ID
Hybrid Survey Slide Settings
Navigation Panel on Slides
Start Over and End Now Buttons
Survey Overview
Titan Survey Analytics
Abandoned Takers Analysis
Questions Responses Analysis
Survey Distribution Status
Survey Responses
Survey Status
Survey Takers By Distribution Method
Survey Takers Status
Surveys Activity This Week
This Month NPS
Use Titan's Salesforce Survey for Rich Data and Analytics
Titan Survey Overview
Easily Install Titan's Survey Package
Titan Survey Architecture in Salesforce
Titan Survey Overview
Web Survey
Distribution
Automation
Custom Emails with Dynamic Data
Distribute Surveys using Salesforce Automation
Email Distribution
Survey URL added by Default
External
Distribute Externally to Identified Users in Salesforce
Distribute Surveys Externally to Anonymous Users
External Distribution
List view
Salesforce List View: Distribute Surveys
Object
Distribute Surveys From a Salesforce Object
Re-Distribution
Manage Existing Surveys
Redistribute Existing Survey
Update Layout
Report Distribution
Distribute your Salesforce Survey from Reports
Getting Started with Web Surveys
Create a New Web Survey
Debug Preview
Device Type Layout
Information Slide
Preview
Question Slide
Select Templates
Start Slide
Titan Salesforce Survey to Add Multiple Questions to a Slide
Web Survey Overview
Information Elements
Media for Web surveys
Banner Element
Banner Element Settings
Banner Settings
Height
Banner
Image Media Field
Video Media Field
Text Information Element
Text Fields
Question Elements
Boolean
Checkbox
Switch
Input Question Elements
Currency
Elevate Salesforce Survey with Email Questions
Number
Text Area
Text Box Question Survey
URL
List
Multi-Select
Radio
Select List
Misc
File Upload
Lookup
Signature
Slider
Titan Web Component
Survey Question Elements
CES
Image Choice
Matrix
Range
Ranking
Rating
Star Rating
Survey List
Web Survey Time Element
Date, Time, and Date/Time
Question Flow
Custom
Custom Flows
Shuffle
Shuffle Answers
Shuffle Questions
Slides
Differentiation for Slides and Conditions
Multiple Finish Slides
Survey Settings
Survey Search Settings
Search Project Settings
Survey Settings Site Elements
Captions
Survey Settings Tools
Configure Email Settings for Survey
Dynamic Translated Pick lists
Survey Language Translations
Utilize Parameters to Pull Data from Salesforce
Titan Survey User Access
Add SmartV (2FA) to a Survey
Short Survey URL
Web Survey Settings
Actions
After Submit Actions
Custom Submit Actions
On Load Actions
Full Response
Full Response
Push Options
Do Not Track IP Address
Push Survey Answers Separately per Slide
Push Survey Answers to Salesforce at the End
Survey Limit
Submissions per Taker
Survey Availability
Survey Limits
Survey Time Limit
Survey Slides
Customize Finishing Survey Slide
Configure the Finish Slide
Enable or Disable the Again Button
Finish Slide
On Finish Actions
Slide
Enable or Disable the Back Button
Search Slide Questions
Finish Slide Settings
Survey Styles
Alignment on the Start and Finish Slides
Change Button Alignment
Change Content Alignment
Configure the Slide Scroll Direction
Style Your Email Survey Elements
Style Your Web Survey
Style Your Web Survey Elements
Web Survey Element Settings
Auto Next Slide
Web Survey Salesforce Integration
Push Data to Salesforce Objects
CLM
CLM Builder
CLM Emails
Changes on Mail
Collaboration Email
Comments Only Email
Owner Email
Signer Email
CLM Limit/Reminder
Void CLM Documents
CLM Settings
Verify Field Position
Collaboration mode
Online Collaboration
Collaboration Rounds in CLM Builder
Collaboration Rounds
Collaborators in Titan CLM
Collaborator Type
Collaborators can add other Collaborators
Collaborators Configuration
Remind Collaborators
Signer Type
On CLM Finish
Finish Process
Start Signing Process
On Reject
Reject Document
Owner
Owner Configuration
Signer Settings
Assign Interactive Fields to Signers
Signer Configuration
CLM Overview
Build a CLM project
CLM - Draft Function
CLM - New Option for Doc Gen
Collaborator Permissions
Create New CLM Project
Right-to-Left Projects
Translate Locale
Two-Factor Authentication
Word Add-in: Read Only Fields
Process
Editor
Online Editor
Signing
Signing Process
Titan Sign - Documents in Process 1 Week
Salesforce & Titan CLM
Analytics
Titan Sign - Rejected Documents This FQ
Titan Sign Analytics for Salesforce
Titan Sign Documents - Generated by Status
Titan Sign Documents by Status (FQ)
Voided Titan Sign Documents (This Month)
Configuration
CLM in Flow
FT Generate Document – Edit Online
Instant URL
One-on-One Online Collaboration
Objects
Titan CLM Tracking
Titan Sign Document
Updatable Field with CLM
Void CLM Documents in Salesforce
Titan CLM Wizard
Collaborations
Collaborators
Document Settings Wizard
Captions
Document Settings
Preview Wizard
Preview
Recipients Wizard
Recipients
Review and Send with CLM Wizard
Review & Send Contracts
Titan CLM Source
Source
Platform
Account, Billing & Licensing
Account Dashboard Options and Overview
Activate Sandbox and Production Environments
Assign and Manage Editors
Assign Collaborators to Your Account
Book and Schedule Titan Professional Services
Cancel Your Titan Subscription
Configure and Change Account Subdomain
Configure Custom User Permissions and Roles
Create, Track, and Manage Support Cases
Edit Basic Account Information and Company Profile
Edit Collaborator Permissions and Details
Edit Editor Account Permissions
Edit Titan Environment Names (Sandbox & Production)
Manage Company Details, Logo, and Billing Address
Manage Login Credentials and Security Settings
Manage Notification and Email Preferences
Manage Profile Preferences and User Details
Manage Sandbox and Production Environments
Manage User Access and Account Permissions
Monitor Account Resource Usage and Capacity
Overview of All User Permission Roles
Purchase Additional API Calls, Documents, or Users
Purchase Additional Editor and Collaborator Licenses
Purchase Digital Signature Packages
Set Up Two-Factor Authentication (2FA) for Account Security
Switch Between Connected User Accounts
Track API Calls and Document Generation Quotas
Update Payment Method and Credit Card Details
Update Primary Contact and Billing Email Preferences
Upgrade Your License Plan
User Management Guide: Editors, Collaborators, and Roles
View and Change License Plan Details
View Assigned Collaborators List and Details
View Assigned Editors List and Details
View Billing History and Manage Invoices
View Monthly Usage Reports for API and Documents
Developer & Salesforce Package
Apex Classes & Automation
Apex Class: CLM Document Download URL
Apex Class: CommunitySSOCtl
Apex Class: DocSignSignerStructure
Apex Class: DocSignURLHelper
Apex Class: FT_Encryption_Util
Apex Class: FTDocGen
Apex Class: GenerateDocsCtl
Apex Class: NotificationActionsStructure
Apex Class: Push Notification
Apex Class: PushNotificationAdvanced
Apex Class: PushNotificationStructure
Apex Class: Titan Flow
Apex Class: TitanFormsLiteUrl
Apex Class: TitanSendtoSlack
Apex Class: TitanSignBulkInstantURL
Apex Class: TitanSignCleanPrePopulate
Apex Class: TitanSignInstantURL
Apex Class: TitanSignPrepopulate
Apex Class: TitanSignWizardCollaboratorStructure
Apex Class: TitanSignWizardURL
Apex Class: TitanSignWizardUserStructure
Apex Class:DocSignVoidCtl
Apex Flow: TitanFlowParameters
Distribute a survey to records in Salesforce with Apex class
Components, Pages & Custom Buttons
Button: FTGenerate Documents Lightning
Button: Titan Form Lite
Button: Titan Sign Wizard
Button: Void Document
Button: Void Documents
Lightning Component: Embed Titan Projects in Salesforce with LWC
Lightning Component: FTDocGenerate
Lightning Component: FTDocMenu
Lightning Component: FtGeneratePDF
Lightning Component: Open a URL from a Salesforce Screen Flow
Lightning Component: TitanSignWizard
Visualforce Page: DocSignVoidDocument
Visualforce Page: FormTitan
Visualforce Page: FTGenerateMultiplePDF
Custom Objects & Settings
Custom Object: Docgen Log
Custom Object: Document Comment
Custom Object: Document Tracking
Custom Object: My Submission
Custom Object: Survey
Custom Object: Survey Distribution
Custom Object: Survey Log
Custom Object: Survey Question
Custom Object: Survey Question Response
Custom Object: Survey Taker
Custom Object: Survey Tracking
Custom Object: Titan Sign Document
Custom Object: Titan Sign Tracking
Custom Object: WorkFlow
Custom Object: WorkFlow Field
Custom Object: WorkFlow Log
Custom Setting: FormTitan Pdf URL
Dashboards, Apps & Analytics
App: FormTitan Lightning
App: Titan Survey
Dashboard: Surveys Analytics
Report: Abandoned Takers Analysis
Report: Questions Responses Analysis
Report: Survey Distributions Status
Report: Survey Responses
Report: Survey Takers by Distribution Method
Report: Survey Takers Status
Report: Surveys Activity this Week
Report: Surveys Status
Report: This Month NPS
Report: Titan Sign - Document by Status (FQ)
Report: Titan Sign Analytics: Document Generated By Status
Report: Titan Sign Analytics: Documents in Process 1 Week
Report: Voided Titan Sign Documents (This Month)
Tab: FormBuilder
Tab: Survey Logs
Tab: Titan Analytics
Tab: Titan Forms Lite Admin
Tab: Titan Sign Analytics
Tab: Titan Sign Documents
Titan Doc Gen Analytics
Titan Sign Dashboard
Package Setup & Installation
Configure Salesforce Authentication and Connection Settings
Install and Configure Titan Survey Package for Salesforce
Install FormTitan Salesforce App Package
Install Titan Managed Package in Salesforce
Upgrade Titan Managed Package in Salesforce
Getting Started & Admin
Discover My Dashboard
Explore the Titan Main Menu
Learn how to Sign Out
Help
Discover Support Center
Explore Titan 101
Find out about Titan Academy
Learn more about the Help Center
Integrations, SSO & Security
Account Settings
Configure Platform Mail Settings and SMTP
Configure Salesforce JWT for the Platform
Configure System Log Settings and Retention
Discover Titan Integrations
Export Current Integration Logs to CSV
Integrate Titan Flow With Google Drive
Learn about Account Settings
Learn about API Access
Review System Logs for Error Troubleshooting
Single Sign-On (SSO): SAML 2.0 Configuration
Track Historical Monthly Usage Logs
Track Live API Calls and Integration Logs in Real Time
Troubleshoot Issues Using Integration Logs
View Account Activity Logs
View Complete and Incomplete API Logs
Projects & Submissions
Configure and Use Platform Environment Variables
Configure Document Generation API and Access Settings
Configure Project Archive and Retention Settings
Configure Sign and CLM Platform Settings
Configure Titan Submissions in Salesforce
Create and Configure a New Web Project
Export a Single Project Across Environments
Export Multiple Projects or Folders
Export Multiple Projects with OTP Access
Find out about Resubmissions
Learn More About Filter Submissions for Forms
Learn More About Filtering Submissions
Manage My Submissions in Titan
Monitor Project Resource Usage and Limits
Navigate and Manage My Projects Dashboard
Organize Projects with Single and Subfolder Structures
Overview of the Titan Data Recovery Center
Project and Folder Export Workflows
Restore Deleted Items in the Recovery Center
View Environment Details and License Allocations
Files
Clone
Clone Nodes
Wizard
Titan Files Wizard
Release Notes
Support center
Platform
Live trace
Live trace