Creating an Interactive Collection in Salesforce
- In Salesforce, open the Docomotion App.
- Click the Interactive Collection tab.
- In the Interactive Collection page, click New, enter a name, and click Save.
- Create the Interactive Collection with elements like radio button selection, text box, upload, and signature.
- For a comprehensive understanding of the available elements, refer to the ‘Interactive Collections Elements‘ section for detailed information on each element.
Adding an Interactive Collection to a Form
- In Salesforce, Docomotion click the Forms.
- Select the required Form to which you want to add the Collection.
- At the ‘Interactive Related Forms’ area click ‘New Interactive Related Form’.
- Click the Lookup icon to display the Lookup window, and select the Collection you want to add.
- Click Save.
Interactive Collection When Generating Output
- When Generating an output a field ‘doco.Signer_[object] is created under the object.
- A Signature record is created and an email is sent to the recipient with a link.
Interactive Collection 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:
Meta data
- Time stamp
- IP address
- Browser information (Client URL Link, Friendly Client URL, Friendly Client URL Link field)
Attachments (depends on the elements the collection includes):
- Locked PDF (with signature)
- Attached files