Cloudy DocGen & Signer Knowledge Base

Content

Content is used to add rich, formatted text, images, tables, insert files, design custom templates, and include dynamic fields from the target Salesforce object (such as Opportunity or Account). Users can also add multiple related lists(child objects ) with filters and insert HTML code to generate customized document content.

• Target Object → The Salesforce object (e.g., Account, Opportunity) on which this template will be generated. The template can access all fields from this object, including reference (lookup) fields, and traverse relationship paths up to five levels deep to retrieve data from parent records (e.g., Opportunity.Account.Owner.Contact.LastModifiedBy.Email).
  You use it to add formatted text, images and dynamic fields from the target object of your document (e.g., the Opportunity, Account).
• Interactive Fields → Interactive Fields are special dynamic fields that allow end-users to update their values directly within the document generation and signing workflow. Users can configure interactive fields as Required or Optional, depending on their business requirements. 
  
  Required Fields: Users must provide a value before completing the document signing process.
  
  Optional Fields: Users can leave the field blank if it is not required.
  
  Failure Redirect URL 
  
  If a required field is missing from the document, the system displays a validation message during the signing process. 
  
  When a Failure Redirect URL is configured: After the user clicks OK on the validation message, the system redirects the user to the configured Failure URL.
  
  When a Failure Redirect URL is not configured: The system displays the failure message configured in the template settings.
  
  To successfully complete the signing process, the user must either add the required field to the document or mark the field as
  Optional at the field level. After making the necessary changes, the user can reopen the signing URL and continue signing the document. 
  
  E.G. [[INPUT:FIELD:Opportunity.TotalOpportunityQuantity:REQUIRED]] 
  
  
  
  
• Global Variables →  These are predefined system values that are dynamically inserted into the document. Common examples include the current date (TODAY), the name of the user generating the document (USER.Name), organization details.
  
• Related List → This is a section type used to display data from child objects related to the target object
  
• Signer Fields → These fields allow users to insert signer-related information into the document template. After selecting a signer, users can insert the available signer fields wherever signer information is required in the document. The following signer fields are available: Title, First Name, Last Name, Email, Phone, Name, Sign, and Sign Date.
  
  The Sign Date field supports date and time formatting, allowing users to configure how the signer’s signing date and time are displayed in the generated document. Users can select the required date and time format based on their document requirements.
  
  For Guest Users, the timezone should be configured according to the guest signer’s local timezone. The default timezone for guest users is GMT. Setting the appropriate timezone ensures that the signing date and time are displayed correctly based on the selected timezone.
  
• Search Fields → Users can search for fields using the Search Bar available at the top of the field list. When users click the arrow to expand the field list, they can search for the required fields and easily add them to the document. 
  
  
  

SEE ALSO :
____👉 Related List
____👉 Canvas