Advanced training

The Gonexa Sign solution allows you to send an electronic signature without leaving the Salesforce environment.

Automate signature sending

Accelerate the process of sending for signature with an automated process

Prerequisites

BEFORE STARTING

💡 Find all our feeds in our Flow Org

Have a document template
Have done the configuration for sending by simple signature
Have to test the model well before sending a simple message before sending via Flux

Initializing the flow

STEP #1

In the configuration, create a Screen Flow
Name it properly according to your company's naming rules
Create a “recordID” variable available at the input if you want to do a screen flow

💡 You can make a flow that generates and sends for signature or simply that sends for signature depending on what you want to do. Here, we are going to explain a complete generation and sending flow

Generating the document

STEP #2

Add an item to your Apex Action flow
Select the “Generate a Document” action: apex-gnc__DocumentGenerationInvocable
Name it “GenerateDocument”

Fill in the following 3 items:

Output format : “pdf”, “xlsx”, “pptx” or “docx” (to be hardcoded or dynamically according to your choice)
Record Id : retrieve the Salesforce ID of the departure record here. For example, use the “recordID” variable created at the start.
Template Id : get the Salesforce ID for the document template of your choice here. For example, you can display a selection list on the first screen and use here the Id of the template chosen by the user.

Get the generated document

STEP #3

Add a Get Record item to your feed.
Enter a label and an API name.
Choose the “Document template log” object

Filter records using the following criteria:

Champ : Id
Operator : equal to
Value : equal to “GenerateDocument” text (Name of the Apex Action done previously)

Creation of the recipient

STEP #4

Add an item to your Action flow.
Select the “Create a certified recipient” action: APEX-GNX__certifiedRecipientInvocable.
Enter a label and an API name: for example “createRecipient”.

Fill in the following 2 elements:

Contact Id : you must indicate the Salesforce ID of the Contact who will receive a signature. For example, you can put a search field in the start screen or search dynamically for the right contact.
Recipient Order : fill in the order of the signatory, for example “1"
New transaction : In the drop-down menu at the bottom “Show advanced option”, check the box “Always start a new transaction”

Creation of collection variables (Contact + Recipient)

STEP #5

Create a new resource

Resource type : Variable
API name : “ContactCollection”
Data type : Text
Check the “Allow multiple values” box

Create a new resource

Resource type : Variable
API name : “RecipientCollection”
Data type : Text
Check the “Allow multiple values” box

Assign values to the variables created

STEP #6

Add an “Attribution” element

In the first line of attribution

Variable : ContactCollection
Operator : Add
Value : Signatory Contact Id

Add a second line in the attribution with:

Variable : RecipientCollection
Operator : Add
Value : “CreateRecipient” text

Create the delivery

STEP #7

Add an item to your Apex Action flow
Select the “Create a certified delivery” action: APEX-GNX__certifiedDeliveryInvocable.
Name it “CreateDelivery”

Add an “Action” element:

Collection of Contacts Ids : the collection variable “ContactCollection”
Collection of Recipients : the “RecipientCollection” collection variable
Content Document Id : The id of your document via “Get Generated Document”
Name : enter a name, for example “Signature procedure”
New transaction : In the drop-down menu at the bottom “Show advanced option”, check the box “Always start a new transaction”

Save, debug, and activate your flow.

Don't forget to add a flow component to the lightning page of your choice.