Send an Existing Google Doc for eSignature
Steps to send an existing Google Doc for eSignature:
Choose How to Send the Document
You can send an existing Google Doc for signature either from the eSign Docs tab or a related object’s record. If you send it from the eSign Docs tab, you will need to complete all fields in the Send New Document page manually. If sending it from a related object’s record, the eSign Doc will automatically be related to this record. See the Basic Configuration article for more information about relating objects to the eSign Doc object.
To Send from the eSign Docs Tab:
- Click the eSign Docs tab
- Click the New button
To Send from a Related Object’s Record:
- Open the related object’s record
- Go to the eSign Docs related list
- Click the New button
This will open the Send New Document Visualforce page, which provides the fields and options listed in the table below.
Complete Send New Document Page
Field | Description |
Google Doc Id | Google Doc ID of the document you want to send for signature.
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Send From | Picklist to specify the sender.
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Send To | Picklist to select whether to send the document to a Contact (default value) or a Lead. |
Send To Contact | If Contact is selected then this lookup field will be displayed. Select the specific recipient in your Salesforce org via the lookup icon. |
Send To Lead | If you’ve chosen to send the document to a Lead, this lookup field will be displayed. Select the specific recipient in your Salesforce org via the lookup icon. |
Email To Name Email To |
If you did not select a Contact/Lead record, then type in the name of a person to whom the document will be sent. Type the full name in this field and then use their email address in the “Email To” field below it. |
CC | Enter any other email addresses separated by a comma that you wish to CC on this email. |
Witness Required | Checkbox that specifies if a witness is required. |
Require Second Signer | Checkbox that specifies whether a signature from an additional signer is required. |
Countersign Method | Picklist to specify whether this document must be countersigned by someone at the company after it is signed by the recipient.
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Countersigned By User | If either Countersign Required or Auto Countersign is selected as the countersign method, then use this lookup field to specify the Salesforce user who must countersign the document. |
Email Template | Search box that provides all email templates in the org. Selected template is used as the email’s body and should contain merge code to the eSignature link. The Subject and Body from the email template will be populated. You can use the button “Email Preview” to preview the email with the fields merged. |
Subject | Subject of the email. If an email template was not selected, you can enter an email subject. |
Body | Body of the email. If an email template was not selected, you can type the email body manually here (as plain text, or paste HTML code). If you choose this option, make sure you have the eSignature link {!esign__Document__c.esign__eSign_Link__c} merged somewhere in the email body so that it includes the link for the recipient to click and sign the document. You can add this link however you want, for example as a hyperlink or with an image button that opens the link. |
Disable Comment | Checkbox that specifies whether the comment feature should be disabled on the document. |
Related Records | All related objects are listed in this section. If you’re sending the document from a related object’s record, it will be pre populated. Otherwise, you can select a record to relate to the document.
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Send for Signature
After clicking the Send for Signature button, an email is sent to the recipient and the page redirects to the eSign Doc record that was just created. See the recommended articles listed below for more information.
Recommended Articles: