Tracking (11 min)
Completion requirements
01 Getting Started
This tutorial covers tracking your Titan Sign document. Including:
- Enabling tracking on your project.
- The key objects created once tracking is enabled.
- Pushing a tracking log to the record you are triggering the document from in salesforce.
- The Titan Sign Analytics dashboard.
02 Enable Tracking
1. Navigate to the document settings tab, click the document access drop-down, and enable the tracking checkbox.
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2. Click the Configure button. The Track Configuration screen opens.
3. Configure your tracking options and click Apply.
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4. Save your document to retain the configuration changes.
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2. Click the Configure button. The Track Configuration screen opens.
3. Configure your tracking options and click Apply.
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4. Save your document to retain the configuration changes.
03 Salesforce Tracking
Once tracking is enabled, two objects are created.
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- The Titan Sign document is the parent object. This is the document you sent out for signing.
- Titan Sign Tracking is the child object. This provides information about the signer.
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04 Titan Sign Document Object
1. Click on the Titan Sign Document object.
2. Select the Fields and Relationships tab. We have highlighted a few important fields below:
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2. Select the Fields and Relationships tab. We have highlighted a few important fields below:
- How close the document is to completion. This is useful when there is more than one signer.
- Who the current signer is.
- The number of signers.
- The name of the document.
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05 Titan Sign Tracking
1. Click on the Titan Sign Tracking object.
2. Select the Fields and Relationships tab. We have highlighted a couple of essential fields below:
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2. Select the Fields and Relationships tab. We have highlighted a couple of essential fields below:
- The document link.
- The current status of the document
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06 Saving the Tracking Object
You can choose to save the tracking object as related to the object you are triggering the document from. For example, an opportunity.
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Click on the tracking object to view details such as document status, the current signer, and the completion percentage.
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Click on the tracking object to view details such as document status, the current signer, and the completion percentage.
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07 Tracking Logs
These logs are stored in related files.
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Click on a specific log to view the details.
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Click on a specific log to view the details.
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08 Titan Sign Analytics
Using Titan Analytics you can easily gain insight into your documents.
From documents still in progress, these will be updated as you send documents out for signing …
… to a number of different reports…