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Platform

Changes on Mail

Business Background

View the changes that collaborators made to a document.

Titan Solution

  • Fully track your document in Salesforce from start to finish.
  • You can receive a summary of the changes made by a collaborator.

How to Guide

A collaborator or document owner will receive an email summarizing the changes made to the document after they were made.

Configure in CLM project

  1. Open the Titan CLM project.
  2. Under Documents, click the Settings option.
  3. Click the CLM Emails option to expand the list.
  4. Click the Changes on mail checkbox.
  5. Click the Save button to save the project.

CLM project screen

CLM project screen

Note:

Only changes using the toolbar at the top of the page are summarized. Comments and changes made using the text formatting and styling options are not shown on the email. Click here for more information on online collaboration.

The author, type of change, and the text are summarized here.

Example of changes in email

Example of changes in email

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