Sending Documents for eSignature
You can initiate an eSignature process from any object in Salesforce using pre-defined templates or by adding signature tags in real-time. In order to send documents for eSignature, you can use documents already attached to the record and select the documents from the list of the Available Documents, or you can upload the documents to be sent for eSignature using the Upload button, or you can use the Search bar to find documents stored in Salesforce. You can select multiple documents for signing within a single transaction. Then, you can select up to 10 recipients, set the signing order, customize the subject and message of the email, and set the expiration & reminders.