Learn more about Configuring Sign and CLM Settings

Why Should you Configure Titan Sign and CLM Settings?

You can create custom styling for your document, with standardized headers and footers for emails. Configure emails for the Sign Wizard for both Signers and CC recipients.

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How can you Configure your Titan Sign Settings?

1. Select the Settings tab and navigate to the Document Generation sub-tab.
2. Select Titan Sign in the Ribbon.
3. Select Upload to upload an appendix document. This will be added in addition to all documents such as company one-pagers, and legal disclaimers.
4. Create and configure how the email header and footer will display.
5. Select Save once you have configured your document settings.

How can you configure your Sign Wizard Settings?

1. Select the Settings tab and navigate to the Document Generation sub-tab.
2. Select Titan Sign in the Ribbon and select the Sign Wizard sub-tab.
3. Configure the reviewer email.
4. Configure the CC email to send a copy of the signed document to recipients.
5. Edit the email Subject to communicate exactly what the document entails.

You can use variables from the elements dropdown.

How can you Configure your CLM Settings?

1. Select the Settings tab and navigate to the Document Generation sub-tab.
2. Select CLM in the Ribbon.
3. Create and configure how the email header and footer will display.
4. Select Save once you have configured your document settings.