Sign Standalone PDFs

Feature available via Engage license.

With Dynamo, you can sign documents generated through it, but you can also sign a standalone PDF that exists in Salesforce. The feature can be enabled as follows.

Go to the Document tab in the Settings.

Set all the three template parts to None. This will instruct the template not to generate any content.

Scroll down to the Automatic merge PDFs.

Add as many PDFs as needed. PDFs can either be hardcoded with a file ID from Salesforce or dynamically selected from the record.

The rest of the process is the same as with other E-signing documents. Please note the following:

PDFs cannot be edited, since PDF to HTML conversion is not supported.

The signature placeholder will be placed on its own page, which will added to the end of the PDF.