Add Signers
Business Background
Assign various signatories and allocate different responsibilities and requests for each signer.
Titan Solution
Use Titan Sign Wizard, our easy signing tool, to automate the signing process and track approvals. You can seamlessly add and manage signers.
How to Video
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How to Guide
Prerequisite:
- Make sure you have completed the Sign Project setup process before proceeding.
- Select a project source.
The settings made in the Sign Wizard override the settings made in the Titan Sign project.
The Titan Sign project is not affected by the Sign Wizard changes.
You can edit the following:
A color code is assigned to each signer. This color code is used when interactive fields are added.
Existing signers
If a template document is used, by default the signers will display in the same order as the template document.
These are the signers you added in the Titan builder.
- Use the drop-down list to select a role for each signer. “Signer” is the default.
- 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 approve and will receive a copy of the signed document.
- CC – this person will receive a copy of the signed document.
There must be one signer.
You can drag and drop signers to change the order if necessary. You can delete a signer if required by clicking on the Delete icon.
- Click the Next button if you are satisfied with the existing signer/s. The Configure screen opens.
Add signers from Salesforce
From Salesforce is the default option.
You can add Users, Leads, or Contacts.
- Click the + icon.
- Add a search term or part of a term in the field. If results are found, a drop-down list will be shown.
- Select the option from the drop-down list. The signer is added automatically.
- Do this until you have added all the required signers.
- Use the drop-down list to select a role for each signer. “Signer” is the default.
- Click on the Next button. The Configure screen opens.
Add external recipients
- Select the + icon.
- Click on the External Recipients tab.
- Add the first name, last name, and email address in the fields.
- Click the Add button. The signer is added.
- Do this until you have added all the required signers.
- Use the drop-down list to select a role for each signer. “Signer” is the default.
- Select the Next button. The Configure screen opens.
