Static - Types Overview (6:30 min)
Completion requirements
01 Getting Started
This tutorial covers user access when using a static document in Titan Sign.
02 Static vs Dynamic Documents
You have the option to upload a PDF or a Word document. If you upload a Word document from your Titan Word Add-In that contains merge fields from Salesforce, this would be a dynamic document. This tutorial will focus on static documents which is a static document.
![Document home page](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/196389676/1_HomePage.png)
![Document home page](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/196389676/1_HomePage.png)
03 Uploading a Document
Drag and drop a PDF into the upload field or follow the alternative method.
1. Click on the upload icon. The file explorer window opens.
2. Select the document you want to upload—for example, a Generic Rental form and click Open.
![Upload document](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/181588327/2_UploadPDF.png)
1. Click on the upload icon. The file explorer window opens.
2. Select the document you want to upload—for example, a Generic Rental form and click Open.
![Upload document](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/181588327/2_UploadPDF.png)
04 Adding Fields to the Document
1. Using the elements menu on the left-hand column, drag and drop the fields onto your document for users to fill out.
![Adding elements to the form](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/723330172/3_AddingElementsToForm.png)
![Adding elements to the form](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/723330172/3_AddingElementsToForm.png)
05 Document Access
1. Click the Settings Tab in the right-hand menu.
![document settings menu](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/754951134/4_RightHandmenu.png)
2. Click the Document Access Dropdown to display the full list of options.
![Document access drop down](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/754951134/5_DocumentAccessDropDown.png)
The first 3 document access options available are:
![document settings menu](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/754951134/4_RightHandmenu.png)
2. Click the Document Access Dropdown to display the full list of options.
![Document access drop down](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/754951134/5_DocumentAccessDropDown.png)
The first 3 document access options available are:
- Public: Anyone who has access to the URL can see this document and complete the fields.
- Private: You can define access for specific signers.
- Dynamic: This assigns dynamic signers from Salesforce.
06 Public
1. Click on the Public Radio button and click Publish.
The Publish Document window opens. This is where you can retrieve your document URL.
![Publish document URL](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/729275856/7_PublicURL.png)
2. Click the View button to preview how your document will display to the public.
![Preview document](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/729275856/8_PreviewPublicDocument.png)
![public document setting](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/729275856/6_Public.png)
The Publish Document window opens. This is where you can retrieve your document URL.
![Publish document URL](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/729275856/7_PublicURL.png)
2. Click the View button to preview how your document will display to the public.
![Preview document](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/729275856/8_PreviewPublicDocument.png)
07 Private
1. Click on the Private Radio button.
2. To add a signer, click the Add Signer button.
![Private setting](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/875356403/9_PrivateAddSigner.png)
3. Add the details of the signer. I.e.: First Name, Last Name, email address.
![add details of signer](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/875356403/10_SignerDetails.png)
You can add as many signers as you need.
Once your signers are configured. You can assign specific fields to signers. Simply select the element you want to assign, click the element tab, and use the selected signer drop-down to assign the element.
![Assigning fields](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/875356403/11_AssignFields.png)
2. To add a signer, click the Add Signer button.
![Private setting](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/875356403/9_PrivateAddSigner.png)
3. Add the details of the signer. I.e.: First Name, Last Name, email address.
![add details of signer](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/875356403/10_SignerDetails.png)
You can add as many signers as you need.
Once your signers are configured. You can assign specific fields to signers. Simply select the element you want to assign, click the element tab, and use the selected signer drop-down to assign the element.
![Assigning fields](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/875356403/11_AssignFields.png)
08 Dynamic
1. Select the Dynamic Radio button and click the Salesforce Configuration button.
![dynamic privacy setting](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/984148296/12_DynamicSigner.png)
The Salesforce Configuration screen opens.
2. Use the Select an Object dropdown to determine which object you want to launch your signing process from in Salesforce. For example, when a specific button is clicked in an opportunity, it will launch the document. Once your configuration is completed, click Apply.
3. To configure which Objects to query in Salesforce to initiate with the signers, click the Configure icon next to the signers. The Get from Salesforce screen opens.
![configure button](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/984148296/13_ConfigureSigners.png)
4. Select the Add Object button. The Map Salesforce Fields window opens.
![Get from salesforce](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/984148296/14_GetFromSalesforce.png)
5. Use the Select an Object drop-down to choose your Salesforce Object. For example, Contact.
![Salesforce object settings](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/984148296/15_ContactObject.png)
6. Select the Conditions dropdown and click the Set Conditions button. The Condition for Salesforce window opens.
![Set conditions button](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/984148296/16_SetCondtions.png)
7. Configure your condition criteria and click apply.
![Condition for salesforce](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/984148296/17_Conditioncrtieria.png)
8. Select the Map Fields dropdown and click the Set Mapping button. The Salesforce Mapping screen opens.
![Set mapping](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/984148296/18_setMapping.png)
9. Use the drop-down to map your form fields to your Salesforce fields. Once your configuration is complete, click Apply and Finish.
![Mapping fields](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/984148296/19_MappingFields.png)
![dynamic privacy setting](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/984148296/12_DynamicSigner.png)
The Salesforce Configuration screen opens.
2. Use the Select an Object dropdown to determine which object you want to launch your signing process from in Salesforce. For example, when a specific button is clicked in an opportunity, it will launch the document. Once your configuration is completed, click Apply.
3. To configure which Objects to query in Salesforce to initiate with the signers, click the Configure icon next to the signers. The Get from Salesforce screen opens.
![configure button](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/984148296/13_ConfigureSigners.png)
4. Select the Add Object button. The Map Salesforce Fields window opens.
![Get from salesforce](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/984148296/14_GetFromSalesforce.png)
5. Use the Select an Object drop-down to choose your Salesforce Object. For example, Contact.
![Salesforce object settings](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/984148296/15_ContactObject.png)
6. Select the Conditions dropdown and click the Set Conditions button. The Condition for Salesforce window opens.
![Set conditions button](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/984148296/16_SetCondtions.png)
7. Configure your condition criteria and click apply.
![Condition for salesforce](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/984148296/17_Conditioncrtieria.png)
8. Select the Map Fields dropdown and click the Set Mapping button. The Salesforce Mapping screen opens.
![Set mapping](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/984148296/18_setMapping.png)
9. Use the drop-down to map your form fields to your Salesforce fields. Once your configuration is complete, click Apply and Finish.
![Mapping fields](https://academy.titandxp.com/pluginfile.php/770/mod_custompage/topics/984148296/19_MappingFields.png)