TITAN Imaging is TITAN’s document management system. For a listing of required documents to be stored in TITAN Imaging, refer to the RT Way. 

Overview

Although TITAN Imaging is a separate application, stored documents and emails can be accessed directly from TITAN Commercial via the Archive tab. The Archive tab is a snapshot of the Archive tab in TITAN Imaging and shows all indexed items in their corresponding folders.

The Archive tab itself is split into two tabs, the Submission tab and the policy tab. The Submission tab displays all documents and emails relating to the account up until binding, while the policy tab only appears after the account is bound and contains all documents and emails pertaining to the binding and post-binding of the account.

Importing

For instructions on adding items to the Archive tab, refer to the Importing guide on the RSG Portal.

File Tree

The file tree auto expands any folder containing documentation. All documents are categorized by a Group and then a Type. Document groups and types are identified by the  icon. Emails are represented as , .pdf documents are , Excel spreadsheets are , Word documents are , and all other file types are . In the screenshot below, an email with a PDF and Excel spreadsheet attached is categorized as an APPLICATION Type in the SUBMISSION Group. To view a listing of all available categories, refer to the File Structure.

Options

The option buttons above the file tree enable and disable based on what is selected within the file tree. The options are also available when right-clicking on a document.

Rename

Click , edit the document name, then press Enter to save the change.

Open in Outlook 

This button is only applicable to imported emails. Click once to download the email. The downloaded email can be replied to or forwarded; however, the reply or forward will not import into Archive automatically. To save the email to your Outlook Inbox, click the  icon in the top right corner of the email.

Note: If the email does not open automatically, review the this guide to update your Chrome settings.

Forward

Click  to send a document to another user’s, or your own, TITAN Imaging Desktop tab. Use this to copy a document from one account’s Archive to another. Select a name from the dropdown and click Submit.

Once the document is in the TITAN Imaging Desktop tab, it can be indexed to another account.

Refresh

Click  to refresh the file tree.

TITAN Imaging

Click  to view the submission in TITAN Imaging. TITAN Imaging will open in a new tab.

Send to Work Docs

Click  on a document to send a copy to Work Docs. The document will appear at the top of the list in the Work Docs tab.

Combine & Send to Work Docs

Multiple PDFs can be combined and sent to Work Docs. Use the Ctrl key to select all PDFs to be combined into a single document. Alternatively, use the Shift key to click the first and last in a series of documents. Once all PDFs are selected, click .

In the resulting pop up, click Go to Work Docs to leave the Archive tab or click Close to stay.

Show All Folders and Show Existing Folders

By default, all folders will show in Archive. To only see the folders containing imported items, click .

To see all folders, click .

To hide the empty folders by default, go to Search and Maintenance|User Preferences and enable Default view to show existing folders on Archive Tab. Review the User Preferences guide for details.

Upload

Click  to select files to import. Drag and drop files into the window or click  to search for files on your computer. Select the category and click Upload. More details can be found in the Importing guide.