The settings made in the CLM Wizard override the settings made in the Titan CLM project.
The Titan CLM project is not affected by the CLM Wizard changes.
Set the following:
Digital signatures: if this toggle switch is enabled, the document will have end-to-end encryption and be locked so it cannot be edited.
Attach to record: if this toggle switch is enabled, the document will automatically be attached to the Salesforce record under Files.
2-factor authentication: if this toggle switch is enabled, 2-factor authentication will be required before an owner, collaborator, or signer can open a document. Recipients will receive an email that directs them to a screen where they will type their email addresses. They will then receive an email with a time code that is only valid once before they can access the document.
Click here for more information on how to add 2FA to the CLM project.
Allow collaborators to add collaborators: if this toggle switch is enabled, collaborators will be allowed to add other people as collaborators.
Changes on mail: if this toggle switch is enabled, a collaborator or owner will see a summary of the changes made to the document in the email they receive after the changes are made.
Finish Process: if this radio button is enabled, there will be no signing process, and the collaboration process will end after the last collaborator completes their changes.
