• Product

    Document Studio

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

    Document Generation eSign Files CLM

    Experience Studio

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

    Forms Flows Portals Surveys

    Go Unlimited

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

How can we help you?

Platform

Comments Only Email

Business Background

Collaboration is fully flexible, and you can configure a custom email message to the collaborator who can only add comments.

Titan Solution

Use Titan CLM to configure a custom email message to the collaborators who can only add comments that suit your business needs.

How to Guide

  1. Under Document, click the Settings option.
  2. Click the CLM emails option to expand the list.
  3. Click the Comments Only checkbox. A Configure button is added.
  4. Click the Configure button. The Custom Message screen opens.
Document Settings
Document Settings
  1. Use this screen to create a custom message. You can drag and drop elements from the bottom of the screen to the message content.
Custom Message
Custom Message
  1. As an alternative, use the HTML toggle switch to create a new custom message.
Custom Message - HTML mode
Custom Message – HTML mode
  1. Click the Apply button.
  2. Click the Save button to save the project.
Custom Message
Custom Message

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