Automatically Detect and Add Interactive Fields
We’re excited to introduce a powerful new feature in Titan Sign that will revolutionize your document preparation process: Automatic Field Detection!
Now, when you upload a PDF with pre-existing fillable fields (annotations), Titan Sign will automatically detect and map them into the builder, eliminating the need for manual setup. This intelligent enhancement saves you valuable time and effort, allowing you to quickly get your documents ready for signature.
Here’s how it works: When you upload a PDF containing fillable fields, you’ll be presented with a dialog box with two options:
- Place fields option: Automatically use the detected fields to populate your document instantly.
- No, thanks option: Start with a blank document if you prefer to build from scratch.
This feature simplifies your workflow, reduces setup time, and ensures accuracy while offering flexibility. We’re confident this new update will make your document signing process faster and more efficient.
Older Releases
Multiple Signers on Single Device
You may have multiple people that must sign a document using a single device. Now each signer can sign the fields assigned to them on that same device using the same session. Read More
Pinch Zoom and Legacy Zoom
We have enhanced the zoom functionality for mobile devices. We added the pinch in and out operation, where the user zooms in and out on the document by pinching their fingers on the screen. This is the default zoom method.
If you don’t want to use this functionality, click the Legacy Zoom checkbox under Optimization. The user can use the toolbar on the side of the screen to zoom the document. If the user pinch zooms on a document with Legacy Zoom on, the browser, and not the document, zooms.
Word add-in: Signature Type - Initials
We added the signature type “Initials” to the Word add-in. Signers can now add initials to a document. Read More
One Click Sign
With Titan Sign, you can use our new one-click sign functionality with which a signer configures their signature once. When they click on any other signature fields assigned to them, that signature is added automatically. Read More
Hide Preview Panel
Hide the preview panel on a document to make it less cluttered. Read More
Stacked Line Chart
We added a stacked line chart to Titan Web. A stacked line chart can compare trends over time of two or more data sets corresponding with colored lines. Read More
Configure LWC - Force JWT Session
We added the option to force a JWT session when configuring Salesforce LWC.
For more information about Salesforce LWC, read here.
Document Generation
We updated the document generation functionality in Titan Flow. Read More
SmartV Registration Page - Value Rules
We added the Registration Settings functionality to SmartV Registration pages to configure Value Rules. Read More
Modal Layout Actions - Dynamic Title
You can now create a custom dynamic title when configuring modal layout actions. Read More
Pre-generate Documents
We added the option to pre-generate a document. The Allow Pre-Generate option lets you generate the document and save it in Salesforce before you send the URL to your user. Pre-generating a document minimizes the reliance on client-side resources, such as processing power or memory. Read More
Enable Versions
We have made exciting enhancements to the version control processes for Web projects. Versioning allows you to create and store multiple snapshots or iterations of your website, enabling you to revert to previous versions if needed and keep a record of changes for reference or collaboration purposes. Read More
Single Sign-On Enhancement
We enhanced the SSO authentication mechanism with Salesforce or another third party as an Identity Provider (IDP) to verify user credentials and grant access to various connected applications. We now validate that a user has a valid SSO session as well as their identity. Read More
Export Projects Enhancement
We enhanced the functionality to export a project from one account to another (for instance, from the sandbox to the production environment) without changing the project ID. This will ensure that all the project integration logs, submissions, and payment configurations will still work correctly.
The system uses the improved version control to create a new version in the production environment.
The project is no longer deleted from the destination environment. This change is relevant to Web, Survey, and Forms 2.0.
DocGen Log in Salesforce
We’re excited to announce that Titan now provides the option to track your DocGen interactions in Salesforce using our latest feature, DocGen Logs. Accessible through two new tabs – DocGen Logs and Titan DocGen Analytics – this feature is designed to enhance your experience with Titan. Read more
Mandatory Signatures
We have introduced a new feature on Doc Gen called the “Min Required Signature” checkbox, which comes in handy when configuring a mandatory signature. By enabling this option, the signer will be compelled to create a signature that exceeds the specified percentage in the “% filled” field of the signature box. This feature helps curb the practice of making a simple dot in the mandatory signature field. Read More
Mandatory Signatures
We added an “Ensure filled in %” checkbox when configuring a mandatory signature. When this option is enabled, the signer will be required to make a signature larger than the percentage specified in the “Ensure Fill Value” field in the signature box. This will prevent the signer from simply making a dot in the mandatory signature field. Read More
Power Table – Disallow Select All
We added an interactivity option to power tables where you can disallow users to select all the options in a power table. Read More
Different Dynamic Signers
You can add different dynamic signers in a Word template. The document can be sent to an unknown number of contacts linked to different accounts in Salesforce. Read the updated article
Short URL
You can send a short URL to signers. Short URLs make it easier for users to access a specific webpage or resource, especially when sent via SMS. Read More
We added the short URL to Form_Builder__TitanSignBulkInstantUrl in Salesforce.
Web Accordion - Custom Icon
Choose from a variety of Custom Icons. This creates visual interest in your projects and can convey purpose so users can easily understand and recognize the information required. Read More
Order Tracker Widget - Hide Inactive Label
We added the option to hide the inactive labels. Read More
Forms 2.0 - Custom Preloader
Custom preloaders provide a business the power to engage customers with content while loading all website elements in the background. Read More
Google Maps Widget - Allow Marker Drag
The Allow marker drag option is available for the Google Map widget. A marker identifies a location on a map. This option lets users drag the marker on the map to another location. Read More
Google Maps Widget - Current Location
The Use current location option is available for the Google Map element. This option automatically detects and displays the current location of the user’s device on the map. Read More
Titan Loop
Sometimes you may have a collection of items that you want to evaluate one by one. You can loop on a list of items in a variable and run an action for each item. You can create, update, or delete a number of records at once. Read More
Custom Themes
You can now create custom themes for your projects to reflect your unique company branding. Read More
Repeat Auto Fit Container
Use repeat auto-fit containers to repeat information in a stepper element. This function enables you to bring a collection of data from Salesforce to map dynamically to your stepper. Read More
Configure Salesforce Integrations – Events
Use the customizable Salesforce Events functionality to track and respond to large volume data changes and events in real-time. Read More
Animation Widget
Add animation to your web page with Titan Web in just a few clicks. Read More
Survey Elements - Quantity Counter
Add a quantity counter as a survey element to your Web project with no code. Read More
Order Tracking Widget
Reduce customer queries about their orders by showing them where the item is in your order process, and inspire trust and transparency with a few clicks and no code. Read More
Revert to the Previous Version
Titan supplies very agile software and deploys new versions regularly. You can test our latest software version and revert to a previous version if you find something that now works differently than what you configured and published. Read More
Document Generation
We added the document generation functionality to Forms 2.0. Read More
Titan Loop
Sometimes you may have a collection of items on which you want to perform a certain action. A loop is a series of instructions that is repeated until a certain condition is reached. You can create, update, or delete a number of records at once. Read More
Updatable Field with CLM
Update a field in Salesforce when a collaborator changes the data on the document and the owner approves the changes. Read More
Salesforce Signers
You may need to send a document to unknown signers. These signers can be external to Salesforce. Now you can! Read More
