you can also generate a URL for signing via a Flow. This can be interesting if you need to save the URL in a field to be used later (to send an Email or use on a Community) or when you are running a screen flow that needs to start the signing process.
In your flow, search for the “Generate Embedded Sign URL” action.
In the Action you have to set these parameters:
- Doc Config Id: the Salesforce Id of the Doc Config you want for generating the PDF. You can retrieve the Doc Config Id via a “Get Records” action in your flow
- Name of the SIGN Request: this can be a hardcoded name or a variable, formula or a field. Make it like you need it
- SIGN Request Template Id: the Salesforce Id of the SIGN Request Template
- Emails: indicate if you want to send emails. When using Embedded SIGN on a community, this is mostly “False” (do not send).
- Redirect URL: (OPTIONAL) after signing, the user can be forwarded to your website or a confirmation page you host. This URL can have parameters that your service needs to identify the signed record. You can construct this URL in the flow as you need
The output of the Action will be a URL. This URL you can save or action on as you see fit. In the example below, we show it in a screen:
