Collaborators

Description

• The CLM wizard lets you seamlessly add and manage collaborators.
• Collaborators are people who can edit the contents of a document or add comments before the signing process starts (if there is a signing process).
• Collaborators can have Full Changes type and edit the document using various options, such as deleting or adding text, changing colors, or adding images or tables.
• A collaborator can have a Comments Only type that allows them to add comments to a document but not edit it.

How to Guide

Prerequisites:

1. Make sure you have completed the Sign Project setup process before proceeding.
2. Add a source document.

You can edit the following:

• Edit existing collaborators without rounds
• Edit existing collaborators with rounds
• Add collaborators from Salesforce
• Add external recipients

Edit existing collaborators without rounds

These collaborators were configured in the Titan CLM user interface.

1. Click the drop-down arrow to open the list.
2. Select a type from the drop-down list.

3. Click the Next button. The Recipients screen opens.

Edit existing collaborators with rounds

These collaborators were configured in the Titan CLM user interface.

1. Click a round to view the collaborators in that round. You can drag-and-drop collaborators to change the order. You can also assign different types to the collaborator.
2. Click here for more information on collaborator types.

3. Click the Next button. The Recipients screen opens.

Add collaborators from Salesforce

1. Click the + icon.

2. Add a search term or part of a term in the field. If results are found, a drop-down list will be shown.
3. Click an option to select it. The collaborator is added.
4. Click the Next button. The Recipients screen opens.

Add external recipients

1. Click the + sign.
2. Click the External Recipients tab.
3. Add the first name, last name, and email address in the fields.
4. Click the Add button. The recipient is added.
5. Click the Next button. The Recipients screen opens.