This page will walk user's through how to generate documents and send out e-Signature requests using the Generate Documents and Generated Documents LWCs introduced by the managed package.
Ensure the LWCs are correctly added to the Object Record
Navigate to the Object Record where document generation will occur
Navigate to the Cog Icon in the top right corner > Select Edit Page
Search for S-Docs in the components search field
Drag and drop the Documents and Generate Documents LWCs onto the page
Clicking into the dragged in components also users to customize the LWC with a number of settings
In the Generate Documents LWC, select the S-Sign Enabled Template to be used during document generation
In the Documents LWC, select the S-Sign Enabled Email Template that will be used to send out contracts
Configure both LWCs with any additional settings or filters deemed necessary. For more information on these settings, check out Configure Document Generation
Select the template in the Generate Documents LWC and click Generate
After generation, the Generated Documents LWC will populate with the new S-Doc
Select the Checkbox next to the generated document > then click Send
The Generated Documents Email Editor will populate with the Custom HTML Email Template where any revisions to From Address, To Address, CC address, Subject, and Email Body can be made
Select Send
It is not necessary to attach the generated document in the outbound email for the signer experience. The active signer will engage the signer experience through the signing link provided in the email body.
Alternatively to sending contracts out for electronic signature via email, the Generated Documents LWC offers the ability to Sign-in-Person directly from the object record.
Select the Checkbox next to the generated document
Select the dropdown arrow > eSign
The user will be navigated into the Signing Experience to complete the contract
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