Salesforce Lightning: How to Send a Document for Signing With WeSign

Step 2. Start a Signing Process

Now you are ready to start a signing process, click ‘Start Secured Signing’ button In the Secured Signing Menu choose ‘WeSign’ Select the document or documents that require signing. Note: If you select multiple this will create a package. Click ‘Start WeSign’

Step 3. Prepare your document

Navigate to the right page(s) where a signature is required. Use the navigation bar on the right or the drop down menu at the top. To Add your invitee (person that needs to sign) click ‘Add Invitee Signature’ You will see a list of all individuals related to the Salesforce object you are in, in this example a contact record. Select the right invitee & position the signature box in the right place. You can also add people to sign who’s details are not in Salesforce by choosing ‘Add New Invitee Signatures’ to add their details manually. This include Email, First Name & Last Name. To add a field, by default the integration grabs fields related to Salesforce record, you can also insert Secured Signing Fields such as: Text Box, Multi Line Text Box, Checkbox, Radio Button, Date picker, Drop Down List and File Upload Button.