Configure Titan Sign Emails and Reminders

Overview

Titan Sign provides account- and project-level settings to control the appearance, content, recipients, reply addresses, and timing of signing emails.

Use these settings to:

• Apply your organization’s branding to Sign emails
• Create standard email content for projects started with the Titan Sign Wizard
• Customize reminder and rejection messages
• Schedule automatic reminders for signers
• Notify selected recipients when a document is rejected
• Control where replies are sent

Understand the Email Settings

Before You Begin

To configure account-level email settings, you must have access to the Titan Dashboard settings.

To configure project-level email settings, create a Titan Sign project using a Word template or open an existing project.

Configure the Default Email Header and Footer

Configure a standard header and footer when all Titan Sign projects should use the same logo, company information, or legal text.

Unless you replace them, Titan uses its default header and footer images.

1. From the Titan Dashboard, select Settings.
2. Go to Document Generation > Titan Sign.
3. Use the Rich Text Editor under Email header to add and format your logo, text, or other approved content.
4. Use the Rich Text Editor under Email footer to add content such as contact details, copyright information, or legal text.
5. Select Save.

Note: Titan uses its default header and footer when you do not configure custom content. To display no header or footer content, enter a single blank space in each editor and save the settings.

Configure Default Titan Sign Wizard Emails

Configure the Titan Sign Wizard settings so that projects created through the wizard start with the approved reviewer and CC email content.

These settings provide reusable defaults. You can still update the email content in an individual Sign project when different wording is required.

1. From the Titan Dashboard, select Settings.
2. Go to Document Generation > Titan Wizard.
3. Under the reviewer email settings, select the Edit icon.
4. Update the subject and message.
5. Use the All elements list to insert available dynamic values when the email must include project or recipient information.
6. Configure the CC email subject and message if required.
7. Select Save.

Open the Project Email Settings

The remaining configurations apply to an individual Titan Sign project.

1. Open the required Titan Sign project.
2. Select the Document tab.
3. Confirm that the Settings tab is open.
4. Expand the setting group required for the email configuration.

Customize the Signer Reminder Email

The Signer Reminder setting controls the message that signers receive when Titan reminds them to complete the document. Configure the message before scheduling automatic reminders so that each reminder contains the correct wording and dynamic information.

1. Under Document > Settings, expand Email.
2. Enable Signer Reminder.
3. Select Edit.

The Custom Message screen opens with a standard message that you can update.

4. Update the email subject and message.
5. Add available elements to include dynamic information such as signer or document details.

6. To edit the message using the Rich Text Editor, enable the HTML toggle.
7. If required, expand All elements and select the elements you want to include.

8. Select Apply.

Schedule Automatic Signer Reminders

Use Signer Auto Reminder to send up to two reminders when a signer has not completed the document. Titan stops sending reminders once the signer signs the document.

Before setting the schedule, configure the message under Signer Reminder to control the subject and content used for these emails.

1. Under Document > Settings, expand Limit/Reminder.
2. Enable Signer Auto Reminder.
3. Select Configure. The Auto Reminder screen opens.

4. In First reminder after, enter the number of days after the original signing request that Titan should send the first reminder.
5. In Second reminder after, enter the number of days after the original signing request that Titan should send the second reminder.
6. Select Apply.

In this example, Titan sends the first reminder three days after the original signing request and the second reminder ten days after the request, provided the signer has not completed the document.

Customize the Rejection Email

The Signing rejected setting controls the message sent when a signer or collaborator rejects the document.

1. Under Document > Settings, expand Email.
2. Locate Signing rejected.
3. If the message has not been configured, select Edit.

4. Update the email subject and message.
5. Add available elements when the email should contain dynamic project, document, or recipient information.

6. To use the Rich Text Editor, enable the HTML toggle.
7. If required, expand All elements and select the elements you want to include.

8. Select Apply.

Configure Rejection Email Recipients

The project owner receives a rejection email by default. Use Reject Email Recipient to notify additional signers, collaborators, or external recipients.

1. Under Email, enable Reject Email Recipient.

The Configure button appears with a status of Not set.

2. Select Configure.

3. Select the checkboxes for the configured signers or collaborators who should receive the notification.
4. To notify other people, enter their email addresses in the additional recipient field.
5. Separate multiple addresses with commas or semicolons.

6. Select Apply.

The configuration status changes to Set.

Configure the Reply-To Address

The Custom Reply To setting controls where a recipient’s response is sent when they reply to a Titan Sign email.

The available reply-to options depend on whether the project sends email through Titan or Salesforce.

Use a Static Reply-To Address

Use a static address when all replies should go to one shared or monitored inbox.

1. Under Document > Settings, expand Email.
2. Enable Custom Reply To.
3. Select Edit.

4. Enter the email address that should receive replies.
5. Apply the configuration.

Send Emails Through Salesforce

Enable Send via Salesforce when Sign emails should use an approved Salesforce email address or create email communication records in Salesforce.

1. Under Email, enable Send via Salesforce.
2. Select Edit.

3. Select the Salesforce email address used to send the emails.
4. Enable Use FormTitan mail server as fallback only if Titan should attempt to send the email when Salesforce delivery fails. Review the email bounce guidance before enabling this option.
5. Enable Create EmailMessage in Salesforce if Salesforce should store each sent email as an EmailMessage record.
6. Select Apply.

Select a Salesforce Reply-To Option

When Send via Salesforce is enabled, you can base the reply-to address on the person starting the process or an organization-wide Salesforce address.

1. Under Email, enable Custom Reply To.
2. Select Edit.

3. Select one of the following options:
   • Static: Enter one email address that should receive every reply.
   • Current User: Send replies to the Salesforce user who started the signing process, such as the user who selected the FT Generate Document button.
   • Org Wide Email: Select an approved organization-wide email address from Salesforce.

4. Select Apply.

Save and Test the Configuration

1. Review the message content, reminder schedule, recipients, and reply-to settings.
2. Select Save to save the Titan Sign project.
3. Send a test document to an email address you can access.
4. Confirm that:
   • The correct header and footer appear
   • The subject and message display correctly
   • Dynamic elements return the expected values
   • Replies are directed to the selected address
   • Salesforce creates an EmailMessage record if that option is enabled

Expected Result

Titan Sign sends branded emails using the configured project messages and delivery settings. Signers receive reminders according to the schedule, selected recipients are notified if a document is rejected, and replies are directed to the configured address.

Frequently Asked Questions

What Is the Difference Between Signer Reminder and Signer Auto Reminder?

Signer Reminder controls the subject and content of the reminder email. Signer Auto Reminder controls when the email is sent and whether it repeats. Configure both settings when reminders must be sent automatically.

Do Reminders Continue After the Signer Completes the Document?

No. Titan stops sending automatic reminders after the signer completes the document.

Who Receives an Email When a Document Is Rejected?

The project owner receives a rejection email by default. You can use Reject Email Recipient to notify additional signers, collaborators, or email addresses.

Can I Add More Than One Rejection Recipient?

Yes. Select multiple configured recipients or enter multiple email addresses separated by commas or semicolons.

Can the Reply-To Address Differ From the Sending Address?

Yes. Use Custom Reply To to direct replies to a static address, the current Salesforce user, or an organization-wide Salesforce address.

What Happens If I Do Not Configure an Email Header and Footer?

Titan’s default email header and footer are used.

Can I Use Different Email Content for One Sign Project?

Yes. Account-level settings provide reusable defaults, while the settings inside a Sign project let you customize its email messages.

What Does Create EmailMessage in Salesforce Do?

This option creates an EmailMessage record in Salesforce for the sent communication, allowing the email to be stored and tracked in Salesforce.

Related Articles

• Create a Titan Sign Project Using a Word Template
• Create a Titan Sign Project Using Word
• Create a Titan Sign Project Using a PDF
• Reject a Document
• Understand Email Bounces