Send Documents for Signature with Single-Click
One Click Send enables users to send an envelope for eSignature without needing to go through the various eSignature screens. You can directly send documents to default recipients or Primary Contacts with a single click without configuring additional attachments or recipients.
Navigate to Comply/Proposal System Properties and select One Click Send. When the user navigates to a Quote or an Agreement and clicks eSignature button, the documents in the Notes and Attachments related list is sent to the Default Recipients or Primary Contact configured for that object directly.
While using the one-click signature feature ensure that you have a document added to the Notes an Attachments related list as well as recipients defined in the Default Recipients Related list or a Primary Contact for the Quote or Agreement object.
Once the custom setting has been enabled, the sender can send the envelope from the record. By default, it will take the primary contact, but if the ‘Auto Select Multiple Recipients’ setting is selected, it will take the recipient sin the DocuSign Default Recipients list. For the attachment, the last modified attachment in the Notes & Attachments will be selected. Once you have the appropriate settings in place, then you can click the eSignature button on the record, which will send the document for signature.
Sending a specific document with single-click using URL
One-Click Send custom setting in System Properties is disabled.
One-Click Send enables users to send an envelope for eSignature without needing to go through the various eSignature screens. You can directly send documents to default recipients or Primary Contacts with a single click without configuring additional attachments or recipients. You must have exactly one document in the Notes and Attachments section and a Primary Contact or one recipient in DocuSign Recipients related list. However, One-Click Send for Specific Envelopes enables the users to enable One-Click Send feature for specific envelopes only. To enable this feature, the One-Click Send checkbox in the System Properties must be disabled. Also, you must pass a parameter &oneclick=true in the URL with your envelope Id.
The default text of email subject for the envelopes sent using one click is Document Signature Required, and the email body is defaulted to DocuSign's default Email Body text. Recipient level email templates are picked, but merge fields will not be evaluated. So if templates are used to define recipient level emails, they should not contain any merge fields.
- Paste the entire URL as mentioned in step 4 in the address bar of your browser. Refer to the image below.
After the document is sent for eSignature, you will be redirected to the Agreement or Proposal screen.
