Online Collaboration
Business Background
Send a contract online to different collaborators for their input.
Titan Solution
- Collaborators can add comments or make edits to the contract online.
- Fully track your document in Salesforce from start to finish.
- We are compliant, safe, and 100% committed to securing your data.
How to Video
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How to Guide
You can set the document to be viewed and collaborated online. The document will be displayed on the browser, and a collaborator can edit and/or add comments and/or sign (if enabled) on the browser.
Note:
Make sure that the Collaborate online radio button is selected:
CLM project > Document > Settings > CLM
Read our Online Editor article for more information on how to allow collaborators to provide input and make edits or comments on a contract.
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