Configure Reply to Emails

Business Background

When you send an email, the recipient typically sees your email address in the “From” field, and when they click the “Reply” button, their response will be sent back to that address by default. However, by setting a different “Reply To” email address, you can control where the replies to your email are directed.

Titan Solution

With Titan Sign, you can configure the reply email address where emails will be sent when a user clicks the reply option. You can add a static address, send the reply to the current user (who triggered the process in Salesforce), or use an organization-wide address from your Salesforce.

How to Guide

1. Create a new Titan Sign project, or open an existing project.
2. Click the Document tab and make sure that the Settings tab is open.
3. Do one of the following:
   • Use a static address (default)
   • Send via Salesforce

Use a static address

1. Click Email to open the drop-down options.
2. Scroll down and click the Custom Reply To checkbox.
3. Click the Edit button. The Custom Reply To screen opens.

4. Type an email address in the field.

Send via Salesforce

1. Click Email to open the drop-down options.
2. Scroll down and click the Send via Salesforce checkbox.
3. Click the Edit button. The Custom Reply To screen opens.

4. Use the drop-down list to select an email.
5. If necessary, click the required checkbox:
   • Use Form Titan mail server as fallback
     • Please use this option with care. Read more.
   • Create EmailMessage in Salesforce
     • An “EmailMessage” in Salesforce represents an email communication record. When users send or receive emails through Salesforce, the system captures and stores those emails as EmailMessage records.
6. Click the Apply button.

7. Scroll down and click the Custom Reply To checkbox.
8. Click on the Edit button. The Custom Reply To screen opens.

9. Use a radio button to select an option:
   • Static: type an email address in the field. This is the default option.
   • Current User: the current Salesforce user’s email address will be used. This is the user who triggers the signing process, for instance, by clicking the FT Generate Document button in Salesforce.
   • Org Wide Email: select an email address from the drop-down list of org-wide email addresses.

10. Click the Apply button.
11. Save the project.

Learn more about Titan’s native integration with the Salesforce Experience Cloud.

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