Send DocX templates for signing

In the Create Shortcut Button window, enter a name for your button (SendToSign in the example) and assign the SendToSign function to it. This allows you to send your DOCX templates out for e-signing in one click, directly from your record page. You can also track the signing status of your templates directly in the record.

To see the status changes for your template in the current object record, check the Use Status Changes box.

To track your template’s status in the current object record, choose the current object field from the dropdown list and specify the field value for each action (Accepted, Declined and *Sent in the example).

Add the available object layout (or several) by selecting object layouts and clicking Add Layout.

Note that your DocX template’s initial objects are the same objects you added during the template creation stage. If you’d like to remove a selected layout, select it and click Delete Selection.

When finished, click Generate.

The Shortcut Button will now be added to your record page. To start using it, click your custom button on the object page (SendToSign in the example).

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Salesforce Lightning:

To send a DocX template out for signing, on your object page click your custom SendToSign button (SendToSign in the example).

If you have assigned particular fields in your DocX template to be signed by particular recipients, the following window will open.

Enter the recipients from your contact list by clicking a Contact icon.

Add recipients by checking the boxes next to them and clicking Add.

Alternatively, enter manually the emails and names of the recipients you want to assign roles to and click Send to send your DocX template out for e-signing.

Your DocX template will be automatically sent to the recipients.

To not use the roles, uncheck the Use Recipient Role box in the upper right corner, then enter the recipients. In this case all the fields in your DocX template will be available for all recipients.

Take into account that recipients need to be logged in to their PDFfiller account using the same email that received your signature request. Otherwise the document will open in Read Only mode.

After your DocX template has been opened, recipients can decline signing by selecting Decline in the upper right corner or sign it, then click the Done button.

Once a document has been successfully sent out for signing, you will see the Sent status in your current object record.

Salesforce Classic:

Salesforce Lightning:

If a recipient has accepted your SendToSign request, you will see the confirmation in your current object record field (Accepted in the example).

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Salesforce Lightning:

If a recipient refuses to sign a template, it will be marked with Declined in your current object record.

Salesforce Classic:

Salesforce Lightning: