In order to send a document for eSignature, you first need to have a document attached to the record. When you send the documents for eSignature, you can add the document to be sent for eSignature manually or auto attach it with an agreement. You can manually attach a document using the Salesforce attachment process, or you can use Document Generation.

You can add an attachment in one of the following ways.

• Manually attach one or more documents

  You can manually attach the document using the Salesforce attachment process.

• Attach a document using Document Generation

  You can use templates to generate a document using Salesforce field values. You can use this feature only if your system admin has configured Add Attachments Enabled.