• 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
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  • 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 

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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

CLM in Flow

Business Background

Pre-populate the CLM wizard and launch it from a Salesforce flow.

Titan Solution

  • Use Titan Flow to auto-populate all collaborators and signers from a Salesforce flow.
  • For the contract, the flow uses a file that exists in Salesforce in a .docx format.
  • Once the flow is triggered, a wizard screen will be displayed on Salesforce, and the user can launch the pre-defined CLM process.

How to Guide

Note:

Use a single .DOCX file.

The Titan Flow will work with files that exist in Salesforce.

  1. Choose Screen Flow.
  2. Variables:
    • recordid (Text)
    • fileids (Text, collection) – Will store the id of ContentVersion / attachment, which can be a single DOCX FILE.
    • collaborators (Apex-Defined, collection, Class: Form_Builder__TitanSignWizardCollaboratorStructure)
    • Collaborator (Apex-Defined, Class: Form_Builder__TitanSignWizardCollaboratorStructure)
    • Signers (Apex-Defined, collection, Class: Form_Builder__TitanSignWizardUserStructure)
    • Signer (Apex-Defined, Class: Form_Builder__TitanSignWizardUserStructure)
  1. Define the collaborators and signers in Apex Defined variables:
VariableOptional ValueRemarks
collaborator > CollaboratorTypeEditor, Owner, CommentsIf an owner is not defined, it will be set automatically as the user who runs the flow.
collaborator > EmailMandatory
collaborator > FirstName
collaborator > LastName
signer > EmailMandatory
signer > FirstName
signer > LastName
  1. Action: TITAN Sign Wizard
    • Wizard Type: CLM
    • Enable: collaborators, files or attachment ids, Record Id, signers

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