Collaborators

Business Background

You can automate signing processes and speed up contract approvals in minutes. This can all be achieved with live push and pull of Salesforce data using zero code.

Titan Solution

• Use Titan CLM, our contract lifecycle tool tailor-made for Salesforce, to automate signing processes and speed up contract approvals.
• The CLM wizard lets you seamlessly add and manage collaborators.
• Collaborators are people who can edit the contents of a document or who can add comments before the signing process starts (if there is a signing process).
• Collaborators can have Full Changes type and can edit the document using various options, such as deleting or adding text, changing colors, or adding images or tables.
• A collaborator can have a Comments Only type that will let them add comments on a document but not edit it.

How to Video

Coming soon!

How to Guide

Prerequisites:

1. Make sure you have completed the Sign Project setup process before proceeding.
2. Add a source document.

You can edit the following:

• Edit existing collaborators without rounds
• Edit existing collaborators with rounds
• Add collaborators from Salesforce
• Add external recipients

Edit existing collaborators without rounds

1. Click on the drop-down arrow to open the list.
2. Select a type from the drop-down list.

3. Click on the Next button. The Recipients screen opens.

Edit existing collaborators with rounds

1. Click on a round to view the collaborators in that round. You can drag and drop collaborators to change the order. You can also assign different types to the collaborator.
2. Click here for more information on collaborator types.

3. Click on the Next button. The Recipients screen opens.

Add collaborators from Salesforce

1. Click on the + sign.
2. Add a search term or part of a term in the field. If results are found, a drop-down list will be shown.
3. Click on an option to select it. The collaborator is added.
4. Click on the Next button. The Recipients screen opens.

Add external recipients

1. Click on the + sign.
2. Click on the External Recipients tab.
3. Add the first name, last name, and email address in the fields.
4. Click on the Add button. The recipient is added.
5. Click on the Next button. The Recipients screen opens.