How to: Generate various inputs using Component Templates

This page will guide a user through generating an E-Signature request for input with a various number of records

Setting the scenario:

Imagine you are an S-Docs Admin that needs someone to review and approve a set of data. This set of data is repeated throughout numerous records in Salesforce. Generating individual E-Signature requests would be time consuming and cumbersome. Furthermore, we want limit the manual effort of looking for each record individually to ensure all the data is correctly gathered.

Using S-Sign in combination with method 2 will allow our S-Docs Admin to gather the data efficiently, generate an E-Signature, and collect an approval signature for each data that needs review.

Before you start:

Before setting up the templates, the user should have a working knowledge of:

• How to create and call component using Component Queries
• How to create and configure S-Sign Templates
• How to generate an S-Sign Request

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Phase 1: Construct the Parent Template

Construct a template that queries for information using Component Query Method 2. Define the signer profile. No S-Sign Fields are required to be defined in the parent template.

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Phase 2: Construct the Component Template

Add the queried information. Define the S-Sign Input Field for the respective profile. Format should resemble:

[[SSIGN_INPUT Profile='Profile Name' Type='Field Type']]

Phase 3: The Signing Experience

The Component Query using Method 2 will query all records that match the critera and return the specified data for each record. The Signer Inputs that are specified in the component will be present and unique for each record.