Step 1: User Generates Output
Inside the Generation Screen:
- Select a recipient for the Form and the Link Output Channel.
- Click Generate.
Note: When generating output from a Lead object, use the field doco.Signer_Lead instead of doco.Signer.
A Signature record is created, and an email is sent to the recipient with a link. The email generation is based on a workflow rule for the creation of a Signature record, included in the Docomotion package by default (refer to 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.
- The form opens in the device’s default browser for the recipient to fill and add attachments if necessary.
Note: The link is based on the latest published version of the form, and it has a configurable expiration period. Refer to ‘System Settings‘ for setting the link expiration date. Users attempting to open the link after the expiration date will receive an error message.
Steps 3: Recipient Fills in the Document and Submits
The interactive form can include the following capabilities:
- Signature
- Upload file
Step 4: Signature Record Updated
- When the recipient submits the form, the Signature record in Salesforce is updated.
- A sealed PDF is created and sent back to the recipient.
The Signature record will include:
- Metadata
- Timestamp
- IP address
- Browser information (Client URL Link, Friendly Client URL, Friendly Client URL Link field)
- Attachments (optional) :
- Locked PDF (with signature)
- Attached files