Recipients

Description

The CLM wizard lets you seamlessly add and manage recipients to sign the contract.

How to Guide

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

You can edit the following:

• Existing signers
• Signers from Salesforce
• External recipients

Edit existing signers

These signers were configured in the Titan CLM user interface.

1. Click the drop-down arrow to open the list.
2. Select a type from the drop-down list. Click here for more information.
   • Signer – this person must sign the document. A copy of the signed document will be sent at the end of the process
   • Reviewer – this person will receive a copy of the document to review and will not receive a copy of the signed document.
   • CC – This person will receive a copy of the signed document.

3. Click the Next button. The Preview screen opens.

Add recipients from Salesforce

1. Click 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. Select the option from the drop-down list. The signer is added automatically.
4. Do this until you have added all the required signers.
5. Use the drop-down list to select a role for each signer. “Signer” is the default.
6. Click the Next button. The Preview screen opens.

Add external recipients

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

5. Do this until you have added all the required signers.
6. Use the drop-down list to select a role for each signer. “Signer” is the default.
7. Click the Next button. The Preview screen opens.