Document Access – Dynamic

Business Background

Create a contract with single or multiple predetermined signers using the robust Titan signing process together with static data or dynamic Salesforce data.

Titan Solution

Using Titan Sign, tailor-made for Salesforce, automate signing processes for your clients. Automatically sync data with Salesforce in real-time, using zero code.

How to Guide

1. Click the Settings option and then the Document access option.
2. Click the Dynamic radio button and then the Salesforce Configuration button. The Salesforce Configuration screen opens.

3. Select the Salesforce object from the drop-down list.
   • This is the object from which the signing process will be triggered.
   • For example, if you want to send the document to your contacts, select Contacts from the list.
4. Click in the checkboxes as necessary:

5. If necessary, click the Custom menu checkbox. A Configure button is added.
6. Click the Configure button.

7. Click an option in the Allowed column on the left and click the > button to move the option to the Used column.
8. Alternatively, click the >>> button to move all the Allowed options to the right.
9. Click on the Apply button.

10. Click the Apply button on the Salesforce Configuration screen.

Interested in the Titan/Salesforce Integration? Try Titan Forms for Salesforce