Signer Sections

Business Background

You may need to send a document to an unknown number of signers, for instance, all the contacts linked to an account.

Titan Solution

The Titan Word add-in has a feature where you can add a signer section, configure as many input fields and signatures as you need, and send the document to an unknown number of signers.

This simple setup saves time and effort, and Titan will ensure that all the signers with email addresses receive the document to sign.

Titan gives you the functionality to sort the signers. You can also add conditions that will let you send the document to a specific subset of signers that meet the specified criteria.

• You must configure the document in Titan Sign to easily send the document to multiple signers.
• You can also add conditions that will let you only send the document to certain contacts in the account that meet specific criteria.

How to Video

Coming soon.

How to Guide

1. Refresh the Titan Dashboard if you don’t see the document you added in MS Word.
2. Click on the Sign project to open it.

3. Under Settings, click on General to open the list.
4. Add a Document Name, if necessary. This name will be shown in the email that the signers receive.

5. Under Settings, click on Document Access to open the list.
6. Select the Salesforce Configuration button. The Salesforce Configuration screen opens.
   • This is a Sign Section document, and the Dynamic radio button is selected by default.
   • In this case, it is not possible to select another option.

7. Use the drop-down list to select the object.
8. Click in the Allow Salesforce Button checkbox.

9. Click on the Apply button.
10. Under Settings and General Access, click on the Edit button under the 2-Factor authorization radio button.
    • The radio button is selected by default. It is recommended that you use 2FA.
    • Click here for more information on how to configure the 2FA.
11. Click on the Configure button next to Sign Section. The Get From Salesforce screen opens.

12. Click on the Add object button. The Map Salesforce fields screen opens.

13. Use the drop-down list to select the object.
14. Click on the Conditions (Not Set) option.

15. Use the radio button to select the All option and click on the Set Conditions button. The Condition for Salesforce screen opens.

16. Use the drop-down lists to select the following:
    • AccountID Equals RecordID

17. If necessary, use the Add new Condition option to add another condition.
    • Use the drop-down lists to select other conditions, for instance:
      • Email Is not empty
      • The document will only be sent to contacts with an email address.
    • You can add any conditions that suit your business needs.
18. Click on the Apply button. The screen changes to Conditions (Is Set).
19. Click on the Map Fields (Not Set) option.

20. Click on the Set Mapping button. The Salesforce mapping screen opens.

21. Use the drop-down lists and map the Salesforce fields to the Sign Section Form Fields.
22. Click on the Apply & Finish button.

23. If necessary, configure a second sign section.
    • You can only configure the second sign section if you have added two sign sections in the Word template.
    • The interactive elements in a sign section have the same color as the icon next to that specific Sign Section.

24. Configure the email that the signers will receive. Click here for more information.
25. Click on the Save button to save the project.
26. Generate the document in Salesforce.