Advanced training
The Gonexa Sign solution allows you to send an electronic signature without leaving the Salesforce environment.
Collect files while signing
Ask signers to provide files before signing a document
Prerequisites
BEFORE STARTING
- Gonexa Sign installation and configuration
- Creating a Gonexa Sign document template with a signature location
- Have Gonexa Sign Admin set permission to set up interactions
- Have at least package version 2.2
Why ask for files?
The files to be collected allow the signatories to be asked to provide one or more files before signing the document.
This can be an identity document for example.
This can be an identity document for example.
Set up a file to collect
STEP #1
After creating a document template with Gonexa Doc, adding a recipient, and inserting a signature location.
- Go to the “Sign” tab, then to the “Files to collect” component
- Click on New, fill in the expected file type, for example RIB
- Select the recipient who should provide this file
- Indicate if it is mandatory
- [Optional] Find the record you want to link this file to.
For example, if the generation context is an Opportunity, you can select “Account.Id”, to link the RIB to the opportunity account. - [Optional] Check the “Change the name of the uploaded file” box if you want to apply a default name to the collected file. You will then be able to define a prefix and a suffix to the file.
For example, the RIB prefix and the Opportunity Name as a suffix.
💡 Note that you can ask for up to 10 files per document to be signed
💡 You can request more than 10 files if all signers need to provide the same document, for example an ID, and provided they are named identically