With digital document signing, users can sign documents using a computer, tablet, or mobile device.
Set up reminders via email, text, or both depending on your participants and the needs of your signature workflow.
Save your field placements as a template that can be applied to other documents.
Step 1: Send a link to participants that redirects them to a signing page, where they can click on the highlighted field to sign, initial, date, or provide other information.
Step 2: When signing or entering initials, participants can use an auto-generated signature or draw their signature with their finger.
Step 3: Once all required fields are complete and the participant agrees to do business electronically, the document is signed, finalized, and sent back to Salesforce for storage.
To learn more about creating Salesforce digital signature workflows with Formstack Sign, check out these help articles.