Support center Sign Salesforce & Titan Sign Configuration Instant URL

Instant URL

Business Background

An Instant URL allows users to open, collaborate on, or sign a Titan document directly from Salesforce. It is automatically generated the moment a record-triggered process runs. Unlike standard email invitations, the instant URL is saved in a Salesforce field in real time, enabling automated distribution, link embedding, or internal access without manual intervention.

Typical use cases include:

Auto-generating a signing link when an Opportunity advances to the “Closing” stage.
Providing an internal collaboration URL for approval workflows.
Allowing external stakeholders to review a live Titan document without user logins.

Titan Solution

Titan automates the Instant URL process directly through Salesforce. When a Flow or Apex process runs, Titan generates a secure, time-limited link to the relevant document in Titan Sign or Titan CLM and automatically saves it to the record. Users can open the document instantly to sign or collaborate while teams maintain a single, connected workflow without switching tools.

How it Works

When the Flow runs:

Salesforce triggers the Titan Sign project through the FormBuilder_TitanSignInstantUrl Apex action.
Titan returns a unique, time-bound signing or collaboration URL.
The URL is written back to the record field you specify (for example, Instant_URL__c).
Users can click the URL directly to open the document in Titan Sign or Titan CLM, depending on the template type.

Important: The URL is dynamically generated per record and expires after the set number of minutes defined in your Flow element.

How to Guide

To configure and use an Instant URL, complete the following steps in order:

Create a field on a Salesforce object to store the Instant URL.
Enable the Titan template so a Flow or Apex process can trigger it.
Create and trigger the Flow in Salesforce to automatically generate and populate the URL.
Test the configuration to confirm that the URL behaves as expected.

Expand each section below for detailed setup instructions and screenshots for each process.

Create a Field in Salesforce to Store the URL

Create a dedicated field in Salesforce to store the Instant URL before triggering it through a Flow:

In Salesforce, click the Gear icon and then click the Setup option.
Click the Object Manager option.
Search for the object in the Quick Find field and click the object to select it.
Click the Field & Relationship option and then click the New button.
Select the Text Area (Long) radio button and click the Next button.
Type a name in the Field Label field. The Field Name field updates automatically.
Ensure the length is at least 1024 characters for the instant URL.
Click the Next button.
Select any available options per your business requirements and click the Next button.
Click the Save button.

The Instant URL field is added to the object.

Enable Template in Titan to be used in a Flow

Prepare your Titan project so it can be launched automatically from Salesforce automation.

In Titan Sign, expand the Document Access option.
Click the Salesforce Configuration button.
Use the drop-down list to select the Salesforce object.
Click the following checkbox:
- APEX/Process builder/FlowClick the Apply button.
  - Click in this checkbox if you want to initiate the project from an APEX, Process builder, or Flow.
    
    Take note of the ftFromHash. You will need it to create the flow in Salesforce.
Click the Apply button.
Save the project.

Create and Trigger the Flow in Salesforce

Connect your Titan project to Salesforce automation by adding the Instant URL Apex action to your Flow.

In Salesforce, click the Gear icon and then click the Setup option.
Search for “flow” and click the Flows option.
Click the New Flow button.
You can create a flow to suit your business needs. The process described here is only one way to do it.
Select how you would like to start building your automation: from scratch or using a template. Click Next.
Select a type.
- In this example, the Record-Triggered Flow option was used.
Click the Next button.
Do the following as per your requirements:
- Use the drop-down list to select the object.
- Use a radio button to choose the trigger.
- Use the drop-down list to select the condition requirements.
  - In this example, the flow will be triggered when a contact’s email is changed.
Click the + icon on the left of the screen to add an element.
Search for “instant and select the FormBuilder_TitanSignInstantUrl option.
Type a label.
- The API Name is completed automatically.
- Both these fields are mandatory.
In Titan, copy the ftFormHash, and paste it into the field.
Click in the Pre prepare the document field.
- In this example, the False option was selected.
Click in the recordID field and add the parent record ID.
- In this example, the TriggeringContact was selected.
Copy the API name of the field that will hold the instant URL and paste it into the field labeled The API name of the field that will hold the TitanSign instant URL, which must be a 1024 Long Text Area or more.
Type the number of minutes after which the URL will expire.
Click the Save button.

The Instant URL field will be populated when the triggering event occurs on the record. When a user clicks the URL, the document opens, and it can be signed or edited, depending on whether it was a Titan Sign or CLM project.

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