Assign Interactive Fields to Signers

Business Background

Assign interactive fields to each signer. The document can be sent to the next signer after completing the interactive fields.

Titan Solution

• Create and customize interactive fields for signers.
• Add interactive fields to your configured signers.
• Track the progress of your document in Salesforce from start to finish, safely and securely.
• We are 100% compliant, secure, and committed to securing your data.

How to Video

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How to Guide

1. Select the Interactive field in the document.
2. Select the signer from the Selected signer drop-down list. The element will change to the color corresponding to the signer’s color.

3. Do this for all the interactive fields.

4. Save the project.