• 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

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    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

Captions

Business Background

Configure customized captions for your CLM projects.

Titan Solution

Use Titan CLM to configure the captions in your project to suit your business needs.

How to Guide

  1. Open your Titan CLM project.
  2. Under Document, select Settings.
  3. Open the Optimization drop-down list.
  4. Scroll down until you see the Captions button.
  5. Select the Captions button. The Edit Document Captions screen opens.
Captions button
Captions button
  1. Edit the captions as required.
Edit document captions
Edit document captions
  1. Scroll down to see all the options. You can edit the captions for the following by opening the relevant drop-down list:
    • Comment (opens by default)
    • Document
    • Messages
    • 2FA (two-factor authentication)
    • Users
    • Signature
    • Attach Files
    • CLM Process
    • CLM Editor Toolbar
    • CLM Track Changes
    • CLM Owner Changes
    • Field Status
Edit document captions
Edit document captions
  1. Click the Apply button.

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