Add Signers Wizard

Business Background

Assign various signatories and allocate different responsibilities and requests for each signer.

Titan Solution

Use Titan Sign Wizard, our easy signing tool, to automate the signing process and track approvals. You can seamlessly add and manage signers.

How to Guide

1. Make sure you have completed the Sign Project setup process before proceeding.
2. Select a project source.

You can edit the following:

• Existing signers
• Signers from Salesforce
• External recipients

Existing signers

These signers were configured in the Titan Sign user interface.

1. Use the drop-down list to select a role for each signer. “Signer” is the default.
2. Select a type from the drop-down list. Click here for more information.
   • Signer – this person must sign the document. A copy of the signed document will be sent at the end of the process
   • Reviewer – this person will receive a copy of the document to review and approve and will receive a copy of the signed document.
   • CC – this person will receive a copy of the signed document.

3. Click the Next button if you are satisfied with the existing signer/s. The Configure screen opens.

Add signers from Salesforce

1. Click the + icon.
2. Add a search term or part of a term in the field. If results are found, a drop-down list will be shown.
3. Select the option from the drop-down list. The signer is added automatically.
4. Do this until you have added all the required signers.
5. Use the drop-down list to select a role for each signer. “Signer” is the default.

6. Click the Next button. The Configure screen opens.

Add external recipients

1. Click the + icon.
2. Click the External Recipients tab.
3. Add the first name, last name, and email address in the fields.
4. Click the Add button. The signer is added.
5. Do this until you have added all the required signers.
6. Use the drop-down list to select a role for each signer. “Signer” is the default.

7. Click the Next button. The Configure screen opens.