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
Draft Submissions
Sometimes you may want to save information as a draft, or you want to review it before saving it to Salesforce. Now you can! Read More
Improved Security
We improved the security and protection of the variable option “Constant” (previously named “Read Only”) against cyber hacking. Click on the Constant checkbox to protect a variable, for instance, a record ID that comes from a Salesforce Get. The ID can then not be changed on the client’s side.
Signer Reject Document
We added the functionality that a signer could choose not to sign a document and reject it. When a signer has rejected the document, the owner can decide what happens next: The signing process can be finished, or the owner can restart the process. Read More
Disable Future/Past
We added options to disable future or past dates and times. This will force a user to only select from an available date and time range.
Form Merge/Split
We added the option to merge or split cells in a form element with more than one column. Read More
Virus Scan
You often receive file uploads but can you be sure that they don’t have a virus? Now you can! Read More
Virus Scan
You often receive file uploads but can you be sure that they don’t have a virus? Now you can! Read More
Page Structure Changes
When you have set up different device layouts and you change the structure of the desktop page layout (for instance, adding another strip to the page), you will be prompted to review other device layouts. Read More
Power Tables in Email
You can now send power tables in an email. Read More
Device Layout
We added a large tablet layout to the device layouts. Read More
Ranking: Dynamic Values
We added dynamic Salesforce mapping options to the ranking element. Read More
Shuffle questions
It is possible to shuffle questions in a survey. The order of the question slides is randomized and each survey taker will receive the questions in a different order. Read More
Shuffle answers
It is possible to shuffle answers. The answers per question element with more than one option (for instance: drop-down, image, ranking, matrix, CES, survey list, select, multi-select picklist, button group, radio button) can be shuffled. Read More
Titan Forms is retiring! Say hello to the new Titan Forms!
We are urging our customers to use the new Form 2.0 builder. Forms 1.0 is deprecated and has been replaced with Forms 2.0. Read More about Titan Forms: Version Upgrade.
When creating a new project and selecting a Forms project as the project type, existing customers (those who joined the Titan family before August 1st, 2022), will see the following screen:
This screen will only show until August 31st, 2022. After that, you will not be able to create a Forms 1.0 project but will automatically and seamlessly be taken to Forms 2.0.
Return data from Titan Flow
We added After Finish and On Cancel actions on nodes in Titan Flow a while ago. This sent values to Flow but could not return any values to the Web project. The Flow was running in the background asynchronously, and the next node didn’t wait for the Flow node to finish before starting its process. This has been improved, and Titan Flow can now return data to the Web project that initiated the Flow. Read More
Live Trace
We added SmartV integrations to the Live Trace functionality. All SmartV actions will be logged in Live Trace. Read More
Styling properties on elements
We added styling properties on stepper elements for the icon text font type, and margins on lines, as well as the caption styling on input field elements. Read more
Styling properties for multi-step container
We added styling for each step on a multi-step container. Read More
Short Survey URL
If the Short URL option is ON, the short URL is added to the custom email for the distribution methods: Report, List View, Object and Automation. Read More
Invoke Titan Sign without Preview
We added a feature that lets you initiate a signing process from a Web project without previewing the document first. Read More
Logo or Profile Picture
We added styling to the logo or profile picture functionality. Read More
Short Survey URL
We added a shortened URL link to send to a survey taker. Read More
Download, print and zoom interactivity
We added the download, print and zoom interactivity to the File Viewer element. Read More
Logo or profile picture
We added personalization so that you can add a logo or profile picture to a project. Read More
Survey redirect after submit
We added an option to configure a redirect after submit an action under the Project settings. You can configure an action that will happen after the survey is completed. Read More
Publish Word template to Titan Flow
We added the option on Word templates to publish the template to a Titan Flow. Read More
Advanced legend
We added advanced legend styling to the Y-axis for charts. Read More
Number formatting options
We added more number formatting options to the Y-axis on charts. This will provide more flexibility for to user to decide which format is more suitable for his data set.
Floating footer
We added a floating footer to Web projects. Read More
Render Chart as Power Table Subcomponent
We made improvements to the styling of a rendered chart as a power table subcomponent. Read More
Dependent picklists in power tables
We added dependent picklists to power tables. Read More
Limit the number of user selections on list elements
We added an option that lets you limit the number of selections a user can make on a Survey list element. Read More
Alignment added to the start and finish slides
We added alignment to the start and finish slides on a survey. Read More
Improved Swiss QR code
We improved the Swiss QR code for the Word add-in. This creates a unique QR code that encrypts payment details and can be scanned with a mobile device to initiate payment. The Swiss QR Barcode is used mainly in QR bills, a document designed to replace payment slips. It is used to automate electronic payment transactions in Switzerland. The Swiss QR Code can be distinguished from other QR codes as it has the Swiss cross sign in the center. Read More
Auto Next Slide for Web surveys
We added the option Auto Next Slide under Interactivity on a Web survey. When a user answers a one-click question (such as Yes/No, star rating, or switch), the survey will automatically move to the next question without the user having to click the Next button. Read More
Salesforce Custom Labels in Word Add-in
You can now use Custom Labels from Salesforce in your Word Mapping. This allows you to have one template that you can use for several languages, and you do not have to create a different template for each language. Read More
Charts for the Word Add-In
We improved charts for the Word add-in. Read More
Invoke Titan Flow from another Flow
We added a feature where one Titan Flow can invoke another Titan Flow. This is meant to help you reuse your Titan Flows instead of recreating them every time, and especially useful when you have a complex flow that you need in another project as well. Read More
CLM - New Options for Doc Gen
We added a new option to DocGen for the Contract Life Management (CLM) product. Read More
Limit the number of records that Salesforce needs to process at a time
Salesforce can receive a push command to create, update, find or delete records in batches of 200 records at a time. You can limit the number of records that Salesforce needs to process at a time, especially if there are complex triggers and automation actions on records Read More
