FT button filter for Titan Sign

Last updated Aug 30 2020

The ft button in salesforce displays all of the PDF, word, and Titan sign templates that are permitted to be generated by the user. In addition to the permissions you can also set a filter to show / hide templates based dynamically on salesforce field values - this was available for PDF docs.
In this version, we’ve also added the filter option in the Titan Document Sign to control which Titan sign templates will be shown or hidden as well.
Watch how to filter the templates that will show in the Salesforce FT button


Enjoy!


CommentsLogin Required
Didn’t find what you were looking for?
Try the following for assistance or Use the Search box.