Save the sample Form on your PC.
Import the sample Form you downloaded into the Designer. For information on how to import the Form see Importing and Exporting Forms.
After importing the Designer opens with the Form. Click Save the Form into Salesforce to save the Form.
You now need to activate the Form. See Activating a Form.
Installing and Configuring Docomotion
You need to have the Docomotion Package installed and configured.
Step 1: Install the Docomotion Package. See Installing the Docomotion Package.
Step 2: Configure Docomotion. See Configuring Docomotion.
It is important to follow steps 1-4. Step 4 is mandatory for this scenario since the Form is interactive.
Step 3: Install the Designer. See Installing the Designer.
Step 4: Add the Generate Document button to the layout. See Configuring the Generate Document buttons.
Step 5: Add the Signature action. See Interactive Forms – Signatures, Embedded Images, and Uploading Files.
Required Salesforce Records for running this sample
Check that you have the following records in your organization’s Salesforce:
- Price book
- Opportunity with opportunity line items and an account with contacts.
Make sure one of the contacts has your personal email. You will use this contact as the recipient of the output document.