Generate Document

The document generation process automatically creates finished, professional documents by combining your pre-designed template with live data from Salesforce. Once your template is fully configured with dynamic fields, layout design, and branding settings, generating a document is a seamless one-click process.
The system pulls information from the specified record (such as an Opportunity on Account) and all its related data, inserting it directly into the correct places in your template. It applies all your formatting rules, security settings, and branding elements to produce a polished PDF or Word file, ready for immediate use, sharing, or signing.

Note: If the document template is not activated the system displays a message.

Created , Completion, Rejection ,Remainder and Expired Emails

• Created Email → This email is sent when a document is created and initiated for the signing process. It notifies the signers that a new document is available for their review and signature, marking the official start of the signing workflow.
  
• Completion Email → Once all signers have successfully signed the document, every signer will receive a completion email containing a copy of the final sign document.
  
• Rejection Email:
  
  • If any signer rejects or declines to sign the document, the signing process is immediately terminated.
    
  • All signers who have already signed will be notified that the document has been rejected and is invalid.
    
• Reminder Email (If configured in the signer section) → The reminder email is automatically sent to signers who have not yet signed the document within the defined timeframe. It serves as a gentle notification, prompting pending signers to complete the signing process before the expiration date, helping ensure timely completion of the document.
  
• Expired Email → This email is triggered when a document is not signed within the defined expiration period. Once the expiration date is reached, the signing process automatically ends, and an expiration email is sent to all signers. This email notifies them that the document has expired and is no longer valid for signing.

Steps to generate the document with signers

• Navigate to the Target Object
  Go to the Target Object selected while creating a document and open the desired object  record.

• Generate the Document
  Click on Generate Document. If the Generate Document button is not visible, click here to add it to the page layout.

• You will see the document template you previously created.

• Load the Signer (If Signers are available)
  Select the document template and click on Load Signer.

• Send the Document for Signing
  Click on Send Email.
  The signer will receive an email with the subject to sign the document.

• Open the Email and Begin Signing
  Open the email and click on Review and Securely Sign.

• OTP Verification (If Enabled)
  Click on Generate and Send OTP.
  You will receive a verification code via email.
  Enter the code and click Verify and Proceed.

• Welcome Page (If Enabled)
  If the Welcome Page is enabled, it will appear after verification.
  Click Next to continue.

• View Document
  The document template will be displayed.

• Click on Click here to sign the document.Sign the document by drawing or typing .Then click Save to temporarily save your signature.

• Submit the Signed Document
  Click on Submit to finalize the signing process.
  If navigation is enabled, you will be redirected to the provided success URL.
  If not, a success or failure message will be displayed.

• Reject the document
  A user can reject the document if they are not satisfied with its conditions or content. While rejecting, the user is required to provide a rejection reason, which helps indicate the necessary modifications or clarifications needed before the document can be resent for signing.
  
  ✅ Example: If redirect is enabled and a success URL is provided (e.g., https://www.google.com/), the user will be redirected there after submitting.

• Multi-Signer Process
  If there is another signer in the list, an email will be sent to the next signer.
  The same signing steps will be followed for each signer.

• Completion
  Once all signers have completed the process, a completion email will be sent along with the signed document attached.

SEE ALSO :

_____Download document
_____Preview document
_____Document Tracking