Send a document must be signed using a workflow SFDC

Similar Questions

• You can send a document must be signed by a person not Adobe?

  I have an Adobe account. Is it possible to send a contract in an e-mail through adobe must be signed by a customer who doesn't have an account?

  Hello

  It is not necessary to have an Adobe Document Cloud account to sign the documents.

  However, the sender would require a subscription to send and track documents Adobe Document Cloud.

  You can check out the following link to learn more about sending documents through Adobe Document cloud: -.

  Document help Cloud | How to send agreements and collect signatures. eSign services

  Please let me know if this helped.

  Kind regards

  Mohamed

• How to re - send a document to sign

  I sent a document must be signed by the portal of the Echo-Sign and the signatory accidentally deleted the invitation of their e-mail before it could sign.  How can I send it again so that she can e-sign it.

  Hello

  You can use the Alternative signature method. Details attached.

  Thank you

  Jat

• I am trying to use the mega services esign signature feature; I need to send a document where several people sign for each document.

  Within the services of e-sign, I need to use mega sign where each document is signed by several receivers. When manually send the document, I was able to send an email form 'one' twice so when it is signed once, it will send the form even for the additional signature.

  Hello Ji-Sung,

  MegaSign function is available in the account of enterprise-level and this is reference material:

  https://helpx.Adobe.com/document-cloud/help/sending-megasign-using-CSV-file.html

  Let me know if you need more information.

  -Usman

• When using PDF documents for signature, you need to 'send' the document for signature? Alternatively, can I publish the document on my site and just ask visitors to sign without send me to each person, when using PDF documents for signature

  When using PDF documents for signature, you need to 'send' the document for signature? Or can I publish the document on my site and simply ask visitors to sign without send me to each person?

  Hello

  You can use the Widget feature to publish the document on your website. Here is the link for reference:

  https://helpx.Adobe.com/document-cloud/help/create-widgets.html

  -Usman

• I need to send a document that can be populated in the drop-down fields that I created.  After the document is completed and signed I need the form must be blocked new changes

  I am needing help with someone either able to complete and sign a form in Reader I created in Adobe Acrobat Pro XI.  After that the document is a sign I need to be locked to new changes.  Can someone please

  Hi Suzette.

  Once the document is digitally signed it will no more allow changes.

  You can view the solution mentioned in the thread: Re: convert editable PDF read-only when the Envoy in an email - JavaScript

  Kind regards

  Rave

• How to send a document archived in my library to use

  How to send a document archived in my library to use.

  Hello Tina,

  You want to use the document archived as a library template in your account E-Sign? If this is the case, then from now on, it is not possible. You must create the model directly uploading from your computer system.

  Kind regards

  -Usman

• When I send a Document to sign, and when it is signed, two emails go directly to my trash. Why do they not appear in my Inbox?

  When I send a document to sign, the confirmation e-mail arrives in my trash can rather than my Inbox.  Even when the document is signed and sent back to me, the email goes directly to my trash and not Inbox.  Why and how I fix this?

  Hello Albert,.

  It seems to be a problem with your mailbox you use. I would recommend safelist "[email protected]" and then they would come directly to your Inbox. If the problem persists, I recommend contacting your in-house IT.

  Kind regards

  -Usman

• What to do when you send a document for a signature and the person following the instructions to sign, but the document is not save or send the document to the person who asked for signature

  Problems with eSign service... not recording not not signing so it can refer to the person who asked.

  Hi clarisse.

  If you send the document by using services of E-Sign, once the document is signed, the document is automatically sent to the sender as a signatory.

  Let me know if you have any other questions.

  Kind regards

  -Usman

• When I send a document to someone I get the message "Cannot send a document only to you to sign." I'm not send it to me.

  When I send a document to someone I get the message "Cannot send a document only to you to sign." I'm not send it to me.

  Hi Jerryg,

  On the Send tab, you can click Show CC and see if your e-mail address is displayed or not. If so, then delete it and then send the document. Also, I would like to know which browser you are currently using.

  Kind regards

  -Usman

• How to send a Document echo sign with apex code in Salesforce

  I want to send the document sign echo on custom button using the apex code.

  Document has been sent but the main problem is that the mail not send with the right format, according to the standard.

  I don't have any link to sign the document.

  Please provide me with the name of the API by which we apply it

  My Code is

  public class SendAgreementDocument {}

  Public Sub SendPdf()

  {

  agmt echosign_dev1__SIGN_Agreement__c = new echosign_dev1__SIGN_Agreement__c();

  agmt. Name = "Sample agreement";

  agmt.echosign_dev1__Recipient__c = "003O000000YcB0Q"; / / Contact field

  agmt.echosign_dev1__Contract__c = "800O00000002sVx"; / / ContractID.

  agmt.echosign_dev1__Merge_Mapping__c = "a0qO0000006npqT"; Echo sign merge Mapping

  agmt.echosign_dev1__Process_Template__c = "a0kO0000003SdP2"; / / Echo sign Data Mapping

  agmt.echosign_dev1__RemindRecipient__c = "All the days, until this that signed";

  agmt.echosign_dev1__SenderSigns__c = true;

  agmt.echosign_dev1__Message__c = "Please sign the attached insertion order;

  agmt.echosign_dev1__SignatureType__c = 'Electronic Signature';

  agmt.echosign_dev1__PasswordProtectSign__c = false;

  agmt.echosign_dev1__SenderSigns__c = true;

  agmt.echosign_dev1__PasswordProtectPDF__c = false;

  agmt.echosign_dev1__SignatureOrder__c = ' signs of the recipient, and then I'll sign. "

  agmt.echosign_dev1__Status__c = "project";

  Insert the agmt;

  System.Debug (agmt);

  Annex a1 = [select ID, parentId, name, body, ContentType in attachment where Id = "00PO0000002LCId"];

  Attachment a = a1.clone ();

  a.parentId = agmt.id;

  Insert a;

  Messaging.EmailFileAttachment attach = new Messaging.EmailFileAttachment ();

  attach.setContentType (a.contentType);

  attach.setFileName (B.SID);

  attach.setInline (false);

  Fix. Body = a.Body;

  Mail Messaging.SingleEmailMessage = new Messaging.SingleEmailMessage ();

  mail.setUseSignature (false);

  mail.setToAddresses (new String [] {'[email protected]""});

  mail.setSubject ('your presentation');

  mail.setHtmlBody ("Dear customer, < br > < br > please find your declaration attached in the email.'");

  mail.setFileAttachments (new Messaging.EmailFileAttachment [] {a});

  mail.setFileAttachments (new Messaging.EmailFileAttachment [] {attach});

  Send the email

  Messaging.sendEmail (new Messaging.SingleEmailMessage [] {mail});

  }

  }

  Hello

  If you want to use the EchoSign API directly to send, then you will need to call the sendDocumentInteractive API, developing the SOAP request. Here's the documentation - https://corporate.echosign.com/public/docs/EchoSignDocumentService19?#sendDocumentInteract ive

  But it is easier to use the wrapper that we provide to join the contract, make sure that you have our application installed, the latest news from the AppExchange v15, then from your apex code invoke the global echosign_dev1. Method of sendDocument of the class EchoSignApiService, passing the Id of the record of the agreement that you have created.

  Thank you

• In an attempt to sign and date a w-9, I get the following message.  "This form is editable in Adobe Acrobat DC.  Please use Adobe life cycle Designer. "How can I get this document dated and signed without having to buy the life cycle Designer?

  Please provide ideas to the next question. In an attempt to sign and date a w-9, I get the following message.  "This form is editable in Adobe Acrobat DC.  Please use Adobe life cycle Designer. "How can I get this document dated and signed without having to buy the life cycle Designer?

  Thank you

  Rick

  Assuming that you are dealing with a PDF file provided by the IRS, you will not be able to e-sign. but you can fill the fields using Adobe Reader or Acrobat. The version of form W-9 that I have does not include a date field, but you can use the feedback tool add text to add a date. You can also digitally sign or use the annotation of pencil tool to draw a signature.

• When sending a document signed through my associate email, when the draft e-mail is generated by adobe, once opened it States project does not exist.

  I try to send a document signed through my gmail account bound. When I click on send and follow the link, a project is built. However, when it automatically opens my gmail account, gmail screen indicates there is no such thing as conversation. How can I get the document of the cloud of document adobe to actually a link to an e-mail?

  Hey vincenta47920241,

  Open the DC drive, navigate to the Edit menu. Preferences-> categories of e-mail accounts, now delete your Gmail account & add it again.

  Reproduce the problem, let me know if it works.

  Kind regards
  Nicos

• How can I send my document to an e-mail message for 2 people to sign?

  I try to send a document by e-mail to the customer.  I need two people to sign the document but there is only one address.  Whenever I have send for signature, he returned with a single name in these two areas.  I'm frustrated and I'm sure that my clients are also.  Help!

  Hello Conans17733101,

  You can enter the same e-mail twice to send the document. When the first signatory signs the document, once again an e-mail is sent for him to sign as a second signatory.

  -Usman

• I need to send a document to my client to sign, however I need to send it to the PA in the first instance so that it can forward this on? How can I configure cela plse?

  
  Hello

  As above, I need to send a contract to my Client, but have to send through the PA is possible to send a document to the Palestinian Authority so that it can forward it to the Director to sign? If so how do I go about this? Normally I would put the enamel of the signatory but it did not stay that way before?

  Thank you

  Hello

  In this scenario, you can send the document to PA and she can direct the document to the Director for signatures.

  Here's what you can do to delegate the document to new signatory: -.

  -Open the document

  -Click other actions (upper-left)

  -Choose that someone else should sign

  

  Kind regards

  Mohamed