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Platform

Assign Interactive Fields to Signers

Business Background

Assign interactive fields to each signer. The document can be sent to the next signer after completing the interactive fields.

Titan Solution

  • Create and customize interactive fields for signers.
  • Add interactive fields to your configured signers.
  • Track the progress of your document in Salesforce from start to finish, safely and securely.
  • We are 100% compliant, secure, and committed to securing your data.

How to Guide

Note:

Prerequisite:

Configure signers.

  1. Select the Interactive field in the document.
  2. Select the signer from the Selected signer drop-down list. The element will change to the color corresponding to the signer’s color.
Interactive field on CLM project
Interactive field on CLM project
  1. Do this for all the interactive fields.
Interactive fields assigned to signers
Interactive fields assigned to signers
  1. Save the project.

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