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.
![enable tracking](https://academy.titandxp.com/pluginfile.php/765/mod_custompage/topics/13161589/1_EnableTracking.png)
2. Click the Configure button. The Track Configuration screen opens.
3. Configure your tracking options and click Apply.
![Track configuration](https://academy.titandxp.com/pluginfile.php/765/mod_custompage/topics/13161589/2_TrackConfiguration.png)
4. Save your document to retain the configuration changes.
![enable tracking](https://academy.titandxp.com/pluginfile.php/765/mod_custompage/topics/13161589/1_EnableTracking.png)
2. Click the Configure button. The Track Configuration screen opens.
3. Configure your tracking options and click Apply.
![Track configuration](https://academy.titandxp.com/pluginfile.php/765/mod_custompage/topics/13161589/2_TrackConfiguration.png)
4. Save your document to retain the configuration changes.
03 Salesforce Tracking
Once tracking is enabled, two objects are created.
![created objects](https://academy.titandxp.com/pluginfile.php/765/mod_custompage/topics/865408252/3_CreatedObjects.png)
- 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](https://academy.titandxp.com/pluginfile.php/765/mod_custompage/topics/865408252/3_CreatedObjects.png)
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:
![Fields and relationships for Titan Sign Document Object](https://academy.titandxp.com/pluginfile.php/765/mod_custompage/topics/939533695/4_FieldsandRelationships.png)
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](https://academy.titandxp.com/pluginfile.php/765/mod_custompage/topics/939533695/4_FieldsandRelationships.png)
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:
![Fields and relationships for Titan Sign Tracking](https://academy.titandxp.com/pluginfile.php/765/mod_custompage/topics/915049744/5_ChildFieldRealtionships.png)
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](https://academy.titandxp.com/pluginfile.php/765/mod_custompage/topics/915049744/5_ChildFieldRealtionships.png)
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](https://academy.titandxp.com/pluginfile.php/765/mod_custompage/topics/694686139/6_TitanSignDoc.png)
Click on the tracking object to view details such as document status, the current signer, and the completion percentage.
![document details](https://academy.titandxp.com/pluginfile.php/765/mod_custompage/topics/694686139/7_DocDetails.png)
![related documents](https://academy.titandxp.com/pluginfile.php/765/mod_custompage/topics/694686139/6_TitanSignDoc.png)
Click on the tracking object to view details such as document status, the current signer, and the completion percentage.
![document details](https://academy.titandxp.com/pluginfile.php/765/mod_custompage/topics/694686139/7_DocDetails.png)
07 Tracking Logs
These logs are stored in related files.
![related sign logs](https://academy.titandxp.com/pluginfile.php/765/mod_custompage/topics/889674287/8_Files.png)
Click on a specific log to view the details.
![log details](https://academy.titandxp.com/pluginfile.php/765/mod_custompage/topics/889674287/11_Logs.png)
![related sign logs](https://academy.titandxp.com/pluginfile.php/765/mod_custompage/topics/889674287/8_Files.png)
Click on a specific log to view the details.
![log details](https://academy.titandxp.com/pluginfile.php/765/mod_custompage/topics/889674287/11_Logs.png)
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…