Advanced training

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

Electronic seal

Seal the authenticity of your digital documents with the electronic seal solution

Prerequisites

BEFORE STARTING

Gonexa Sign installation and configuration

Creating a Gonexa Sign document template with a signature location

Get permission set Gonexa Sign Admin
Have at least package version 2.5

Have subscribed to the electronic seal feature

What is an electronic seal?

Unlike the electronic signature, associated with a natural person, the electronic seal identifies the entity that issues the document.electronic seal is a form of digital authentication that engages the identity of a moral entity (company, organization, institution), unlike the electronic signature, which engages a natural person.
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In other words:

It is the digital version of the company stamp or seal.
It is usually attached at the end of the process, once all signatories have validated the document.

The use of electronic stamps is particularly relevant for documents issued on behalf of an organization: invoices, certificates, standard contracts, certificates, etc.

Preparing the document template

STEP 1

Create a document template in Gonexa Doc.
Add a recipient and insert a signature location in the document.
Make sure the document is set up for signature via Gonexa Sign.

Creating a Salesforce flow

STEP 2

In the Salesforce setup, create a new flow.
Add the APEX action called: “Seal Content Version”.
In the parameter Content Version Id, indicate the variable that will contain the version ID of the signed document (prerequisite essential).

Flow registration and activation

STEP 3

Save the feed and activate it.
During execution, the system will automatically stamp the relevant document electronically.
The field “Seal Id” will then be informed about the registration of the content version, confirming that the document has been electronically sealed.

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💡 Best practices
- Always check that the content version used corresponds to a finalized signed document before applying the tablet.
- You can automate the addition of stamps at the end of a signature process to avoid manual intervention.