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    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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    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

Owner Email

Business Background

Create and configure custom email messages to the document owner using the dynamic collaboration feature.

Titan Solution

Create personalized messages to the document owner using Titan CLM to configure a custom email message to the owner that suit your business needs.

How to Guide

  1. Under Document, click the Settings option.
  2. Click the CLM Emails option to expand the drop-down list.
  3. Click the Owner mail checkbox. A Configure button is added.
  4. Click the Configure button. The Custom Message screen opens.
Owner mail checkbox
Owner mail checkbox
  1. Use this screen to create a custom message. You can drag-and-drop elements from the bottom of the screen to the subject and the message content.
Custom Message screen
Custom Message screen
  1. As an alternative, use the HTML mode toggle switch to create a new custom message.
HTML mode
HTML mode
  1. Click the Apply button.
  2. Click the Save button to save the project.
Changes made in HTML
Changes made in HTML

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