Gonexa WebDoc

The Gonexa solution to allow you to send your document via a consultation link, retrieve the data entered & obtain a non-certified signature

Building a WebDoc template

A WebDoc template is based on a classic Gonexa Doc template but will include specific tags for the management of fillable fields and the signature.

Prerequisites

BEFORE STARTING

⚠️ Be sure to contact support if the licenses are not active for your environment.

Have installed and configured Gonexa WebDoc
Have created a Gonexa Doc document template
Have at least the “Nice” version of the Package (July 2024)

Choosing the shipping method

STEP #1

Go to the document template in question
Choose the “WebDoc” sending method

💡 If the “WebDoc” value is not displayed, please manually add to the “WebDoc” value list strictly in the field "Available sending methods"

Settings for adding recipients

STEP #2

From the configuration of your document template, go to the Options tab, then to the Signers Configuration tab
Cliquez sur "Nouveau" pour ajouter un destinataire
Please fill in the following information:

Type:

Signatory type to identify him (ex: Customer, Supplier, Partner, etc.)

Default contact:

API name of the field that references the default contact

Contact search filter:

Allows you to limit the list of signatory contacts. Fill in the SOQL query here

Example 1: Find the contact on Prospect accounts
Account.Type = 'Prospect'

Example 2: Show account contacts linked to the Quote
AccountID IN (Select accountID from Quote where id = {recordid})

Signer display filter:

This filter makes it possible not to display the choice of a type of signatory in case your business process does not require it.

Example: Show if the Vendor Signature box is checked supplierSignature__c = 'true'

Add recipient tags

STEP #3

Access your Gonexa Doc document template on which to place the recipient (s)
Add the {!s1} tag for the first recipient
Then replace the 1 with the number of the intended recipient. For example, {!s2} for the second recipient and {!s3} for the third recipient
Then upload the document to Salesforce

Managing the size of the signature location

STEP #4

Once the document is loaded, from the Interactions Configuration tab, find the signatures added to the document, from which it is possible to customize the size of the signature with the arrow at the end of the line

On the document template, go to the Options tab
In Interaction Setup, on the signature tag, click the arrow, then Edit.
Choose the width and height of the signature, then save