Allow Pre-Generate

Business Background

You may have a long document with many interactive Salesforce fields that may take a long time to render when your user opens the document URL to view, fill and sign it. You can now save your client time and send them a pre-generated document.

Titan Solution

The Allow Pre-Generate option lets you pre-generate the document before you send the URL to your client whenever it is convenient for you.

The client receives the ready-to-view document without having to wait for the document to render.

How to Guide

1. First, do the initial setup in Titan Sign.
2. Then use the functionality in either of the following ways:
   • Use the FT Document Generation button in Salesforce
   • Use Salesforce Flow to pre-generate documents

Initial setup

For the initial setup in Titan Sign, do the following:

1. Under Optimization, click the Allow Pre-Generate checkbox.

Use the FT Document Generation button in Salesforce

1. Click the FT Document Generation (DocGen) button in Salesforce.
2. Click any of the following options associated with the document where you enabled the Allow Pre-Generate option.
   • View
   • Sign
   • Sign and Send
   • Download

If you click an action, such as View, the document will be pre-generated, and then a preview will be shown. When you click any subsequent action, the Pre-generate screen is shown.

3. On the Pre-Generate screen, click the Discard button to use the pre-generated document instead of generating a new version.
   • The pre-generated document can be previewed or downloaded, or the URL can be sent to the user.
   • This also saves time on your side as you don’t have to wait for the document to generate.

4. Alternatively, click the Generate Document button. The previous version is deleted, the document is generated again, and the action is completed.
   • This option is useful when the contents in Salesforce have changed, and the document needs to be generated again.
   • If any data in Salesforce has changed and you click the Discard button, the pre-generated version without the changes will be used.

Use Salesforce Flow to pre-generate documents

You can configure a flow in Salesforce to automate the pre-generation action, for instance, to run overnight to ensure that you have the documentation ready for a meeting the next day. This will save time.

1. Click the Gear icon and click the Setup option.

2. Search for “flow” and click the Flows option.
3. Click the New Flow button.

4. Select the Record-Triggered Flow option and click the Create button.
5. Set the details on the Configure Start screen and click the Done button.
6. Add a New Action.
7. Use the drop-down list to add the Form_Builder_TitanSingPrePopulate action.
8. Add a label and an API name.
9. Add the Hash and the recordid.
10. Click the Done button.

The Apex action looks as follows:

Learn more about Apex Class: TitanSignPrePopulate.

Use Salesforce Flow to delete pre-generated documents

1. Add a New Action.
2. Use the drop-down list to add the Form_Builder_TitanSignCleanPrePopulate action.
3. Add a label and an API name.
4. Add the Hash and the recordid.
5. Click the Done button.

Learn more about Apex Class: TitanSignCleanPrePopulate.

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