Sign Any PDF
If your template was created after June 2024, please contact us at support@documill.com to enable this feature.
Feature available via Engage license
With Dynamo, you can sign documents generated through it but you can also sign any PDF that exists in Salesforce. The feature can be enabled as follows:
If no ID is specified in the “PDF file version ID“ setting, the user will be taken to a selection screen, and asked to pick a PDF from the record-related files:
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.