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Step 1: Navigate to the Document Signers Tab
Open the Document Template record in Salesforce.
Click on the Document Signers tab as shown in the image below.
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Step 2: Add a New Signer Configuration
Click on
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the "Add New Signer Configuration
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" button.
A new form will appear, allowing you to enter signer details.
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Step 3: Enter Signer Details
Provide the following details to configure signers dynamically:
Signer Email: Enter the API Name of
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the field that stores the email address of the signer.
Signer Contact: Enter the API Name of
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the field that stores the name of the signer.
Signer Sequence:
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Define the signing order by specifying a sequence number.
Signers
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Query: Enter
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Select Id,Name,Email from Contact where Id = ParentId
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a SOQL query to fetch the relevant signers dynamically. Example:
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SELECT Id, Name, Email FROM Contact WHERE Id = ParentId |
Signer Template Field Name : The document field name associated with the signer.
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Step 4: Adding Multiple Signers
You can add multiple signers by repeating the above steps.
Ensure that the signer sequence is correctly set to define the order of signing.
By using following this configuration method, you can add signers in the orgbusinesses can seamlessly manage and automate the signer assignment process within Salesforce, ensuring compliance and efficiency in document execution.