Sign Now Wizard

Business Background

Simplify the signing process for your customers by clearly indicating all the fields that must be completed instead of them scrolling and maybe missing fields.

Titan Solution

The Titan Sign Now wizard on documents streamlines the process for users with its helpful prompts to find all the fields on a document.

How to Video

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How to Guide

The signer receives an email with a link to the document that must be signed.

  1. Click the link in the email to open the document.
Signer's email
Signer’s email
  1. Click the Sign Now button at the bottom of the screen.
Sign Now button
Sign Now button

An element with a green frame (1) is not mandatory.

An element with a red frame (2) is mandatory.

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  • The Select signature screen opens.
  • In the background, you will see the number of fields that need to be completed.
  • The number of required fields is also shown.
Select signature screen
Select signature screen
  1. Add a signature and click the Apply button. The signature is added to the document.
  2. Click the Next button to move the focus to the next field that must be completed. The progress bar and text show how many fields have been completed.
  3. Sign or enter the required text and click the Next button until all the fields have been completed.
Next button
Next button
  1. Select the Finish Sign button.
Finish sign button
Finish sign button

The following message is shown.

Finished signing message
Finished signing message

You can Hide the Sign Now wizard.

  1. Under Optimization, scroll down and click the Hide Sign Now Button checkbox.
Hide Sign Now Button
Hide Sign Now Button

The signer will receive an email when the document has been signed. If more than one signer has been configured, the next person will receive an email. The signed document is attached as a PDF after the last signer has signed.

Learn more about Titan’s native integration with the Salesforce Experience Cloud.

Easily share, manage, and track the progress of e-signatures directly from Salesforce using Titan’s sign solution.

Create automated and connected contract lifecycle processes for Salesforce using Titan’s zero-code CLM application.

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