• 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
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    Financial Services

    KYC, mortgages, and compliance
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    HIPAA patient intake and portals
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    Admissions and FAFSA automation
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    Donors, grants, and workflows

    Legal

    Intake, contracts, and approvals
    Insurance

    Quoting, claims, and renewals 

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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
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Titan Support

How can we help you?

Platform

Create New CLM Project

Business Background

Create a contract that multiple collaborators can edit and have multiple designated signatories.

Titan Solution

  • Use Titan CLM, our contract lifecycle tool is tailor-made for Salesforce.
  • Automate signing processes for your clients and streamline contract approvals in minutes with Titan CLM.
  • Automatically sync data with Salesforce in real-time, using zero code.

How to Guide

One-time setup

Do the following one-time setup:

Path:

Titan Dashboard > Settings > Document Generation > CLM

  1. Define the CLM header using the Rich Text editor. You can add a logo or text and format it using the formatting options in the Rich Text editor.
  2. Define the CLM footer using the Rich Text editor. You can add a logo or text (such as copyright information) and format it using the formatting options in the Rich Text editor.
  3. Retain CLM header and footer configurations with the Save button.
Set up CLM header and footer screen
Set up CLM header and footer screen

This header and footer will be displayed on all your CLM projects.

Create a new CLM project

  1. On the Titan Dashboard, click the New Project button. The Select Project Type screen opens.
New Project button
New Project button
  1. Select the Doc Gen option and click the Next button. The Select Doc Gen option opens.
Project Type
Project Type
  1. Select the CLM option and select the Next button. A new CLM project opens.
CLM option
CLM option
  1. Upload or drop a Word template directly into the container. The document will be uploaded to the server.
Drop Word document into the CLM project
Drop Word document into the CLM project
  1. If necessary, change the Document Name. The Name field is populated by default with the name of the uploaded document.
  1. Navigate to the Settings option and then open the Document access option.
  2. Make sure that the Dynamic radio button is selected (default), and click the Salesforce Configuration button. The Salesforce Configuration screen opens.
Document added to CLM project
Document added to CLM project
  1. Select the Salesforce object from the drop-down list.
  2. Click the necessary checkboxes.
Salesforce Configuration screen
Salesforce Configuration screen
Note:
  • Allow Salesforce button: When you enable this option, the project will be visible in the projects list if we initiate the process from a button or LWC.
    • Button Link (for instance, Opportunity):
      • /apex/Form_Builder__TitanSignWizard?recId={!Opportunity.Id}&lang=auto&wizardType=Full
    • LWC name:
      • CLM (for instance).
    • Use the following for the button and LWC:
      • WizardType:
        • Full (or select one of the following: Sign, CLM, DocGen)
        • Language: select one of the following: auto, en (English), he (Hebrew)
  • AEPX/Process builder/Flow: Select this checkbox if you wish to initiate the project from an APEX, Process builder, or Flow.
  • Enable filter: Select this checkbox if you want to add a filter. The project will be relevant to the Salesforce records corresponding to this filter.
  1. Click the Apply button.

If the document template has interactive elements, for instance, signature elements, you can drag these to the correct position if they have moved during the upload process. These interactive elements were added in the Word template or using the CLM wizard in Salesforce.

Interactive elements in the document template
Interactive elements in the document template
Note:

You also need to set up the collaborator permissions. Read here for more information.

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