storeESignature

The DocuSign e-sign integration is not part of the standard Dynamo license; please contact support@documill.com to enable the licenses.

Stores data of an e-signature process initiated through sendToDocuSign into Salesforce as a new record. The record will be of type "Dynamo_ESignature__c", so be sure to have this Dynamo e-signature custom object type defined in your organization before using this command. The created record will receive status updates as the signing process progresses if the related DocuSign account is properly configured to send updates to Dynamo.

This command will set field values for the created record as follows:

ESignature_DocumentId__c: Set to the resolved value of the documentId attribute.
ParentId__c: Set to the resolved value of either fileId or parentId attribute, depending on which one is defined. If both are defined, fileId takes priority.
Sent_By__c: Set to the resolved value of the sentBy attribute.
Sent_To__c: Set to a string containing the e-mail addresses of the signers, as defined with the signer child commands of sendToDocuSign.
Date_Sent__c: Set to the moment of this command's evaluation.
Status__c: Set to "pending".
Field defined by parentIdFieldName: Set to the resolved value of parentId. Will not be set if parentIdFieldName is undefined.

Attributes

documentId
Required	Value type	EL-evaluated
Yes	String	Yes
Defines the ID of the DocuSign envelope whose data is to be recorded into Salesforce. This can be acquired from the `sendToDocuSign` command through its "envelopeIdVar" attribute.

fileId

Required

Value type

EL-evaluated

No

String

Yes

Defines that the signed document should be uploaded into Salesforce as a new version of a specified file record. The resolved value is expected to be the ID of a ContentDocument record.

Either this or the parentId attribute has to defined. Both being undefined produces an error.

parentId

Required

Value type

EL-evaluated

No

String

Yes

Defines that the signed document should be uploaded into Salesforce as an attachment for a specified record. The resolved value is expected to be the ID of a record that can accept Attachment records.

The resolved value of this attribute will also be set on the created Dynamo_ESignature__c record as the value of the field defined by parentIdFieldName, if that attribute is defined.

Either this or the fileId attribute has to defined. Both being undefined produces an error.

parentIdFieldName
Required	Value type	EL-evaluated
No	String	Yes
Defines the name of a field on the Dynamo e-signature custom object whose value for the created record will be set to the resolved value of the `parentId` attribute. The resolved value is expected to be the API name of the field.

sentBy
Required	Value type	EL-evaluated
Yes	String	Yes
Defines the value for the Sent_By__c field on the created Dynamo_ESignature__c record.

Signature status custom object definition

API name: Dynamo_ESignature__c

Field Label	Field Name (API Name)	Data Type
Created By	CreatedById	Lookup(User)
Date Sent	Date_Sent__c	Date/Time
Date Signed	Date_Signed__c	Date/Time
Dynamo ESignature Name	Name	Text(80)
ESignature_DocumentId	ESignature_DocumentId__c	Text(64)
Last Modified By	LastModifiedById	Lookup(User)
Owner	OwnerId	Lookup(User,Group)
Sent By	Sent_By__c	Email
Sent To	Sent_To__c	Long Text Area(32768)
Status	Status__c	Text(64)
ParentId	ParentId__c	Text(64)
Optional lookup field(s) defined with the `parentIdFieldName` attribute. Record ID is set using `parentId` attribute. If status record should be related to Opportunity, use following field definition (parentIdFieldName="Opportunity__c")
Opportunity	Opportunity__c	Lookup(Opportunity)

Examples

The storeESignature command requires the ID of a DocuSign envelope, which is provided by sendToDocuSign. Therefore this command can generally be placed right after sendToDocuSign. Use the parentIdFieldName attribute to have the created Dynamo_ESignature__c record be linked to some other record, such as an Opportunity in this example's case.

CODE

<sendToDocuSign value="${documentPDF}"
                username="signatureseeker@dyndynamo.dyn"
                password="alwaysbesigning"
                integratorKey="11111111-2222-3333-4444-555555555555"
                emailSubject="${documentPDF.title}"
                environment="DEMO"
                envelopeIdVar="envelopeId">
  <signer email="${firstSigner.email}" name="${firstSigner.name}" />
<storeESignature documentId="${envelopeId}" parentId="${opportunity.Id}" parentIdFieldName="Opportunity__c" sentBy="${UserInfo.email}" />