How to use e-Sign Templates
Sending a document for signature
When you start the document generation process, you will be redirected to a page with a new document, where depending on your template settings, various options may be available to you.
Click the Share button to send an email requesting an electronic signature.
After sending the Sign Request email, you will be automatically redirected to the page with tracking of the process status.
The Status Report view automatically appears, this gives a bunch of options such as Reminders, Withdraw, Document View, and PDF View depending on the template settings.
At the same time, the first signer will receive an email with a link to sign the document.
Signing or Rejecting a document
To sign the documents, you need to receive an invitation email with a unique link. Click on the link, and it will open the document that needs to be signed.
Standard example of a letter inviting you to sign a document
In the new window, you can carefully review the document. If the document is too big or you have difficulty finding a place to sign, you can click the Find Signature button, and you will be automatically directed to the page where the signature placeholder is located
Click on the Find Signature button, and then Sign here to sign the document.
You may have different options for signing a document
Choose a convenient signature option for you, fill in the information, and click the Sign button.
After you sign the document, you will receive a notification confirming that everything has been successful
If after reviewing the document you decide not to sign it, you can reject it by clicking the Reject button
Press the Reject button to decline signing the document
You need to explain the reason why you do not want to sign the document
Explain the reason and click Reject button
After you write the reason and reject the document, the person who sent you the sign request will receive a notification and will also see the reason why the document was declined
Standard example of a rejection notification email for a document signature
You can also forward document signing to another person (if such a feature is available).
Press the Forward button to start the process.
After you press the button, you will be redirected to a page where you will need to enter the contact information of the new signer.
Fill in the required information and press OK
After you fill in all the information, you will receive confirmation that the email has been forwarded, and the new signer will receive an invitation to sign the document
Confirmation screen
Signature reminders
You can also send a reminder email to remind that the document is awaiting signature.
Open the Salesforce record document. Click on the document title in the component. You will be redirected to the document information page.
Click the Send Reminder button and you will automatically see that the reminder email has been sent.
Receiving signed copies
After all participants sign the document, everyone will receive an email with the signed PDF document attached.
