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Platform

Signing Process

Business Background

Configure a customized signing experience for seamless signing of documents and contracts.

Titan Solution

Utilize the easy-to-use sign process for signers to sign documents and contracts with just a few clicks. Signers can complete any interactive fields assigned to them.

How to Guide

The signer opens the link in the email with the subject line: “You are requested to sign a document” unless the text was changed using the Titan CLM project builder or the Titan CLM wizard in Salesforce.

Note:

You can do the following with a document.

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Toolbar option top right of screen

  • Zoom in and out
  • Print
  • Reject the document
  • Save the document as a draft
  • Finish the signing process

  1. Scroll in the document to find the Sign interactive element/s.
  2. Click the Sign interactive element. The Select Signature screen opens.

Sign interactive element

Sign interactive element

Note:

The signer information (first name and last name) is taken from the signer fields that were defined when the signer was created.

  1. If you need to create a new signature, click the New Signature button to add a new signature.
  2. Select a signature and click the Select button. The signature is added to the document.

Select signature screen

Select signature screen
  1. Click the Finish Sign button. A message will appear: “Thank you for signing the document.” The document is sent to the next signer.

Finish Sign button on screen

Finish Sign button on the screen

Note:

  • After each signer has signed the document, the signer receives an email with the subject line: “Thank you for signing the XXXX.docx – YYYY-MM-DD” unless the text was changed using the Titan CLM project builder or the Titan CLM wizard in Salesforce.
  • After each signer has signed the document, the owner receives an email with the subject line: “Your document XXXX.docx – YYYY-MM-DD has been signed” unless the text was changed using the Titan CLM project builder or the Titan CLM wizard in Salesforce.  The status of the process is also shown as: “Status: Incomplete.” The owner can view or download the signed document.
  • When all the signers have signed the document, the owner receives an email with the subject line: “Your document XXXX.docx – YYYY-MM-DD has been signed” unless the text was changed using the Titan CLM project builder or the Titan CLM wizard in Salesforce.  The status of the process is shown as “Status: Complete.” The owner can view or download the signed document.
  • When all the signers have signed the document, each signer receives an email with the subject line: “The document signing process for XXXX.docx – YYYY-MM-DD was completed” unless the text was changed using the Titan CLM project builder or the Titan CLM wizard in Salesforce.

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