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.
The document used has two signers assigned. This will impact tracking as there are two signers to track.

02 Enable Tracking

1. Navigate to the document settings tab, click the document access drop-down, and enable the tracking checkbox.
enable tracking
2. Click the Configure button. The Track Configuration screen opens.
3. Configure your tracking options and click Apply.
Track configuration
4. Save your document to retain the configuration changes.

03 Salesforce Tracking

Once tracking is enabled, two objects are created.
  • 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.
created objects

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:
  • 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.
Fields and relationships for Titan Sign Document Object

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:
  • The document link.
  • The current status of the document
Fields and relationships for Titan Sign Tracking

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.
related documents
Click on the tracking object to view details such as document status, the current signer, and the completion percentage.
document details

07 Tracking Logs

These logs are stored in related files.
related sign logs
Click on a specific log to view the details.
log details

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 …
In progress break down
 … to a number of different reports…
reports breakdown

09 Got Feedback?

Additional Resources