• Product

    Document Studio

    Generate, Sign, and Automate Salesforce documents with real-time sync

    Document Generation eSign Files CLM

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    Build portals, apps, and forms directly in Salesforce with Dynamic data flow and adaptability

    Forms Flows Portals Surveys

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    Portals & Web Apps
    High-Volume Doc Gen
    Forms & Synced Surveys
    eSign & Contract Lifecycle
    Enterprise Compliance
    All-in-One Suite
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  • Solutions
    Financial Services

    KYC, mortgages, and compliance
    Healthcare

    HIPAA patient intake and portals
    Education

    Admissions and FAFSA automation
    Nonprofit

    Donors, grants, and workflows

    Legal

    Intake, contracts, and approvals
    Insurance

    Quoting, claims, and renewals 

    Go Unlimited

    Portals & Web Apps
    High-Volume Doc Gen
    Forms & Synced Surveys
    eSign & Contract Lifecycle
    Enterprise Compliance
    All-in-One Suite
    Book a demo
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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.

This image has an empty alt attribute; its file name is image-895.png

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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