SIGN Butler V2 - Embedded SIGN Actionable

Introduction

This tutorial walks you through the process of using the Embedded Sign feature in PDF Butler's SIGN Butler V2 for Salesforce Document Generation. It is particularly useful for sending sign requests from the Experience Cloud Community, allowing instant signing for quotes and opportunities.

Step 1: Install the Add-On Package

• Access the PDF Butler Academy for installation instructions.
• Complete the installation of the add-on package.
• After installation, you will have access to the payb act embedded sign class.

Step 2: Create Document Configuration

• Set up your document configuration (do config).
• Ensure the delivery option is set to Base64.
• Create a pack for your sign request, naming it according to your preference (e.g., "Sign").

Step 3: Configure the Actionable

• Link the newly created pack to the quote you want to send out.
• Create an embedded sign actionable within your pack.
• Additional fields will appear in the page layout for the actionable:
  • Sign Request: Required for initiating the signing process.
  • Redirect URL: Specify where users should be redirected after signing. Leave it empty if no redirect is needed.
    • Note: If you include a variable, it will pass the record ID of the original record (e.g., quote or opportunity).

Step 4: Set Up the Sign Request Name

• Specify a name for your sign request, which can come from a data source.
• If using the opportunity data source, configure the sign request name to match the opportunity name.
• If applicable, use the API name of a formula field to create a custom sign request name.

Step 5: Add a Button for Document Generation

• On the opportunity page, add a button that will:
  • Generate the document behind the scenes.
  • Use the embedded sign actionable to create the sign request and initiate the signing process.

Step 6: Complete the Signing Process

• Fill in any required information on the signing page.
• Scroll to the end and confirm your intention to sign.
• After signing, you will be automatically redirected to the URL set in the actionable (e.g., a thank you or confirmation page).

Conclusion

You have successfully configured the Embedded Sign feature to facilitate instant signing of documents within the Salesforce Experience Cloud. For further assistance or advanced configurations, refer to the PDF Butler Academy or explore additional resources on their website.