Titan CLM Tracking
Business Background
Create a contract that multiple collaborators can edit and have multiple designated signatories. Track the process throughout, irrespective of the number of collaborators, rounds or signers.
Titan Solution
You can track your document in Salesforce from start to finish. Titan Sign Tracking (TST) tracks the entire collaboration and signing process from the document’s creation to completion.
For every “Document Updated” event, a relevant update is stored under Files and Notes & Attachments in the following formats: PDF, DOCX, and SFDT. You can track all the comments made by editors and collaborators.
This is a fully traceable and transparent process.
How to Video
How to Guide
Titan Sign Tracking is created for Titan Sign projects and for Titan CLM projects that include a collaborative and signing process.
Titan Sign Document
When a document has been sent to collaborators, a Titan Sign Document record is created.
Titan Tracking for comments
Titan tracks all the comments made by the owner, collaborators, and/or editors on a document.
- On the Titan Sign Document screen, click on the TST linked to the option “Document Updated.”
The comments are added under the Document Comments section on the Related tab.
The comments and replies to comments are added under the Document Comments section on the Related tab. The parent comments are displayed in the Parent Comment column:
You can click on the Document Comment (DC) link for more information, especially if the comment is long and only some characters are displayed. The complete comment is displayed on the Details tab:
