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Step-by-Step Guide to Adding Signers

Step-by-Step Guide to Adding Signers

Owned by Gurmandeep.s
Last updated: Feb 14, 2025 by Gurmandeep.s
2 min read

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 the "Add New Signer Configuration" 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 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 = 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.

 

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By following this configuration method, businesses can seamlessly manage and automate the signer assignment process within Salesforce, ensuring compliance and efficiency in document execution.

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