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 the 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.
To attach a document manually
Select the agreement that you want to attach the document.
Under the Notes & Attachments related list, click Upload
Files; under the Files related list, click Add
Files.
Click Choose File and select the agreement that you want to
upload.
Note:
Ensure that you do not upload a file of size over 12 MB. You can attach a file
larger than 12 MB, but because of Salesforce's governor limits, it will not be
included in the envelope being sent for eSignature.
Click Attach File.
Click Done.
To select the documents to be sent for signature
Click Send for Docusign.
You are redirected to Add Attachment(s) page, where
documents associated with the Notes & Attachments related
list are displayed. If you have Enable File set to True in
Comply System Properties, you will see the documents associated with the
Files related list. If you have enabled Version Aware for
your Agreement, all the documents associated with the Document
Version related list are also displayed. Only the latest version of
the document is included in the list for selection.
Select the checkbox for the document that you want to send for eSignature.
Note:
All available documents are selected by default with Select All Attachments enabled in Comply System Properties. For more information regarding Select All Attachments, refer to
Comply System Properties.
Set the order of attachments by clicking this
icon to determine the order of documents to be signed.
Click Add Recipient(s) to add recipients other than default
recipients.
-or-
Click Finalize In DocuSign to complete the document in
DocuSign.
-or-
Click Send For eSignature to directly send the document for
signature.
-or-
Click Additional Details to configure the email, reminders, and
expiration settings.
-or-
Click Cancel to cancel the eSignature request.
Note:
If DocuSign Batch Processing Disabled is set to true, the maximum size of the attachment should not exceed beyond 6 MB per attachment. To add an attachment greater than 6 MB, set the DocuSign Batch Processing Disabled to false.
