Allow Pre-Generate

Business Background

You may have a long document with many interactive Salesforce fields that may take a long time to render when your user opens the document URL to view, fill and sign it. You can now save your client time and send them a pre-generated document.

Titan Solution

The Allow Pre-Generate option lets you pre-generate the document before you send the URL to your client whenever it is convenient for you.

The client receives the ready-to-view document without having to wait for the document to render.

How to Video

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How to Guide

  1. First, do the initial setup in Titan Sign.
  2. Then use the functionality in either of the following ways:


Create a sign project or open an existing sign project.

Initial setup

For the initial setup in Titan Sign, do the following:

  1. Under Optimization, click the Allow Pre-Generate checkbox.
Allow Pre-Generate checkbox
Allow Pre-Generate checkbox

Use the FT Document Generation button in Salesforce


The first time an FT Document Generation action is clicked, the document is pre-generated. For instance, if you click on the View option, the document will be pre-generated and then a preview is shown.

When you click any subsequent action on the Document Generation screen, the pre-generated document is used.

  1. Click the FT Document Generation (DocGen) button in Salesforce.
  2. Click any of the following options associated with the document where you enabled the Allow Pre-Generate option.
    • View
    • Sign
    • Sign and Send
    • Download
Document Generation screen
Document Generation screen

if you click on an action, such as View, the document will be pre-generated, and then a preview is shown. When you click any subsequent action, the Pre-generate screen is shown.

  1. On the Pre-Generate screen, click the Discard button not to generate a new version but use the pre-generated document.
    • The pre-generated document can be previewed or downloaded, or the URL can be sent to the user.
    • This also saves time on your side as you don’t have to wait for the document to generate.
Pre-Generate screen
Pre-Generate screen
  1. Alternatively, click the Generate Document button. The previous version is deleted, the document is generated again, and the action is completed.
    • This option is useful when the contents in Salesforce have changed, and the document needs to be generated again.
    • If any data in Salesforce had changed and you click the Discard button, the pre-generated version without the changes will be used.

You can pre-generate the document without running an action by clicking the Kebab icon and clicking the Generate option.

You can delete the pre-generated document by clicking the Kebab icon and clicking the Delete option.

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Use Salesforce Flow to pre-generate documents

You can configure a flow in Salesforce to automate the pre-generation action, for instance, to run overnight to ensure that you have the documentation ready for a meeting the next day. This will save time.

  1. Click the Gear icon and click the Setup option.
  1. Search for “flow” and click the Flows option.
  2. Click the New Flow button.
  1. Select the Record-Triggered Flow option and click the Create button.
  2. Set the details on the Configure Start screen and click the Done button.
  3. Add a New Action.
  4. Use the drop-down list to add the Form_Builder_TitanSingPrePopulate action.
  5. Add a label and an API name.
  6. Add the Hash and the recordid.
  7. Click the Done button.
New Action

The Apex action looks as follows:

Edit Apex Action
Edit Apex Action

Learn more about Apex Class: TitanSignPrePopulate.

Use Salesforce Flow to delete pre-generated documents

  1. Add a New Action.
  2. Use the drop-down list to add the Form_Builder_TitanSignCleanPrePopulate action.
  3. Add a label and an API name.
  4. Add the Hash and the recordid.
  5. Click the Done button.

Learn more about Apex Class: TitanSignCleanPrePopulate.

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