Replace Template in Titan Sign

Business Background

You might want to make changes and updates to a template and replace the template in the Sign project when you are done.

Titan Solution

You can replace the template with the latest version from within the Titan Sign project and verify that all the field positions are correct.

How to Video

Coming soon!

How to Guide

  1. Open the Titan Sign project.
  2. Click the Pages option and click the Replace Template button.
Replace Template button
Replace Template button
  1. Click in the block to upload the template or drag the template to the block.
  2. Browse to the changed template and click the Open button. The template is uploaded.
Document uploading message
Document uploading message

You will see the following message at the top of the screen:

Template updated message
Template updated message

Learn more about Titan’s native integration with the Salesforce Experience Cloud.

Easily share, manage, and track the progress of e-signatures directly from Salesforce using Titan’s sign solution.

Create automated and connected contract lifecycle processes for Salesforce using Titan’s zero-code CLM application.

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