Step-by-Step Guide to Adding Signers
- Gurmandeep.s
- Geetanjali Joshi (Deactivated)
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.
Step 2: Add a New Signer Configuration
Click on the "Add New Signer Configuration" button.
A new form will appear, allowing you to enter signer details.
Step 3: Enter Signer Details
Provide the following details to configure signers dynamically:
Signer Email: Enter the API Name of the field that stores the email address of the signer.
Signer Contact: Enter the API Name of the field that stores the name of the signer.
Signer Sequence: Define the signing order by specifying a sequence number.
Signers Query: Enter a SOQL query to fetch the relevant signers dynamically. Example:
SELECT Id, Name, Email FROM Contact WHERE Id = ParentIdSigner Template Field Name : The document field name associated with the signer.
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 following this configuration method, businesses can seamlessly manage and automate the signer assignment process within Salesforce, ensuring compliance and efficiency in document execution.