Signers

When desiging a template with e-sigining capabilities, it is critical to think how the signers will be defined.

If the 'Can select contacts' setting is enabled, by default, the related account contacts (supported objects: Account, Case, Contract, Opportunity, Quote) as well as the document author will be selectable.

It’s possible to preselect internal and external signers manually or dynamically in the 'Signing' setting tab.
Examples can be found below:

Internal signers defined manually via Salesforce groups

*In the 'Signing' settings tab, select a Salesforce Group via the data browser*

This enables users to select any member of the group to be invited for signing a document:

*Select signers from a Salesforce group during the sharing phase*

Hardcoded preselected internal signer example

In the **‘Signing'** tab, add an active user’s full name

Dynamic preselected internal signer example

In the **‘Signing'** tab, add the path to a user Id

More about building queries with Dynamo: Template Data Source

Hardcoded preselected external signer example

*In the 'Signing' tab, external signers can be hardcoded.*

Dynamic preselected external signer example

Contact ID is the only mandatory field required when defining a dynamic external signer.

*Click on the **Contact ID** data picker button*

Fill in the attributes like in the image above and **Save**
*This will ensure the query retrieves the **primary contact** of the Opportunity*

The query attributes might change depending on the use case.

Dynamo supports advanced methods of querying and filtering multiple signers