Document Settings

Description

• The CLM wizard lets you quickly make document settings to the template.
• You don’t have to go back to the Titan CLM project to make these settings to the contract.

How to Guide

Prerequisites:

1. Make sure you have completed the Sign Project setup process before proceeding.
2. Add a source document.
3. Edit or add collaborators.
4. Edit or add signers.
5. Preview document.

1. Set the following:
   • Digital signatures: if this toggle switch is enabled, the document will have end-to-end encryption and be locked so it cannot be edited.
   • Attach to record: if this toggle switch is enabled, the document will automatically be attached to the Salesforce record under Files.
   • 2-factor authentication: if this toggle switch is enabled, 2-factor authentication will be required before an owner, collaborator, or signer can open a document. Recipients will receive an email that directs them to a screen where they will type their email addresses. They will then receive an email with a time code that is only valid once before they can access the document.
     • Click here for more information on how to add 2FA to the CLM project.
   • Allow collaborators to add collaborators: if this toggle switch is enabled, collaborators will be allowed to add other people as collaborators.
     • Click here for more information.
   • Changes on mail: if this toggle switch is enabled, a collaborator or owner will see a summary of the changes made to the document in the email they receive after the changes are made.
     • Click here for more information.
   • On CLM finish
     • Start Sign Process: if this radio button is enabled, the signing process can start when the collaboration process is complete.
       • Click here for more information.
     • Finish Process: if this radio button is enabled, there will be no signing process, and the collaboration process will end after the last collaborator completes their changes.
       • Click here for more information.

2. Click the Next button. The Review and Send screen opens.