Step 1: SFDC user generates output
Inside the Generation Screen, select a recipient for Form and the Link Output Channel. Click Generate.
Note: When generating output from a Lead object, the relevant field is doco.Signer_Lead and not doco.Signer.
A Signature record is created and an email is sent to the recipient with a link.
The generation of the email, is based on a workflow rule for creation of a Signature record. Docomotion package includes this workflow rule by default (see Using Email Templates).
Step 2: Recipient / Client receives email
When the recipient clicks on the link, an HTML Form is generated based on the latest Salesforce data, and opens in the device default browser, for the recipient to fill and add attachments if necessary.
Note that since the output is generated when the link is clicked, if the form was changed after the email was received, the link is still based on the latest published version.
The link has a configurable expiration period. Expiration period is defined in the Docomotion System Settings tab. For more information, refer to Setting Link Expiration Date.
Users trying to open the link after the expiration date will receive an error message.
Step 3 & 4 : User fills in the document and submit.
The interactive Form can include the following interactive capabilities:
See Adding Signatures, Embedding Images, and Uploading Files.
Step 5: Signature record updated
When the recipient submits the Form, the Signature record in Salesforce is updated and a sealed PDF is created and sent back to the recipient.
Signature record will then include the following:
- Time stamp
- IP address
- Browser information (Client URL Link, Friendly Client URL, Friendly Client URL Link field)
- Locked PDF (with signature)
- Attached files
Customer Feedback (see Customer Feedback – Interactive Collection)