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Dynamically set the sender of the eSignature emails

It is possible to use the organization wide email feature to dynamically set the sender for both the initial signature email and document signed notification email. For example, the Opportunity owner (specific sales rep). See configuration steps below:

  1. Create an organization wide email for each sales rep.
  2. On the Document Action base object (e.g. Opportunity) create a custom field (e.g. “owner org wide email address”) to hold the record Id of the sales rep’s related organization wide email address.
  3. Whenever an opportunity record is created, have an after save record triggered flow update the value of the “owner org wide email address” field based on the opportunity owner or whatever logic fits your business process.
  4. Then on the document action you want to use for this process, click to edit the Document Action. There is a blue link to the right of the “Email From Org Wide Address” field, either “Use Field” or “Use Id”. You want to click “Use Field”. Then select the custom field that you created to hold the record Id of the sales rep’s related organization wide email address.
  5. The document will be sent for signature from this email and so will the document signed notification email.