Source Wizard

Business Background

You can automate signing processes and speed up contract approvals in minutes. Sync all data with Salesforce in real time 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 a source document.

How to Video

Coming soon!

How to Guide

1. Click on a Salesforce object, such as Opportunities.
2. Initiate The Titan Wizard. The CLM Process screen opens.
3. Click on the CLM option and click on the Next button.

There are three methods you can use:

• Use a template
• Use a file from Salesforce
• Upload a file from your PC

Only one file can be used.

Use a template

1. Select an option by clicking the radio button.
2. Click on the Add button. The template is added:

3. Click on the Next button. You will see the following message: “Preparing your document, please wait.” The Collaborators screen opens.

Use a file from Salesforce

1. Click the Files option.

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 file is added.

4. Click on the Next button. You will see the following message: “Preparing your document, please wait.” The Collaborators screen opens.

Upload a file

1. Click on the Upload Files tab.
2. Drag a file to the block, or click in the block to upload a file.
3. Browse to the file on your computer. The file is added:

4. Click on the Next button. You will see the following message: “Preparing your document, please wait.” The Collaborators screen opens.