Titan Sign Document

Business Background

Create a contract that multiple collaborators can edit and have multiple designated signatories. Track the process throughout, irrespective of the number of collaborators, rounds, or signers.

Titan Solution

• You can view your document in Salesforce from start to finish.
• Titan Sign Document (TSD) tracks the entire collaboration and signing process.
• It is created twice: firstly, when the collaboration process starts, and secondly, when the signing process starts.
• It stores all the contract changes under Files and Notes & Attachments in the following formats: PDF, DOCX, and SFDT.
• You can see the updated version after each step in the process.
• This is a fully traceable and transparent process.

How to Guide

After you have reviewed and sent the document, the Titan Sign Document record is created, and you can track the document’s progress. Titan Sign Document is created for Titan Sign projects and for Titan CLM projects that include a signing process.

1. Click the TSD link. The Titan Sign Document screen opens.

As the process moves forward, some lines will be updated, for instance, the document status and percentage completed. Just some of the details are highlighted below:

• Document Name
• Number of Signers
• Document Status
• Current Signer/Collaborator (Titan Sign Tracking number)
• Current Signer/Collaborator Name
• Number of Completed Documents
• Completed %
• Number of Rounds
• Current Round
• Current Round Name

Titan Sign Document is updated after each round.

2. Click the Current Signer TST link to open the Titan Sign Tracking. Click here for more information.

3. Click the Titan Doc Sign Tracking Log link to open the log. Click here for more information.