Signing apps
This section contains topics about creating deliveries for signing apps.
Common fields for creating recipients
This table lists all the Specified Signer options for recipients:
Option |
Secondary Option |
Description |
---|---|---|
None |
|
Default option. If you use None, the user generating documents must select a contact or user as a recipient. |
User Selected Contact |
|
The user generating documents must select a contact as the recipient. |
Current User |
|
The user generating documents is the recipient. |
Selected Contact |
Contact |
Add a contact. The user that generates documents cannot edit this. This is required. |
Selected User |
User |
Add a user. The user that generates documents cannot edit this. This is required. |
User Lookup |
User |
Add a user with a lookup. The user generating the documents can edit this value. |
Contact Lookup |
Contact |
Add a contact with a lookup. The user generating the documents can edit this value. |
Static Name-Email |
Static Name and Address |
Type a name and email address. The user generating documents can not change these values. Both are required. Tip: Use tags from the field tagger to make these fields dynamic. |
User Selected Name-Email |
Static Name and Address |
(Optional) Type a name and email address. This is not a user or contact in Salesforce. The user generating documents can use these values or type their own. |
Dynamic Name-Email |
Recipient Parameter |
Type the parameter name used in the DocGen Package button. You must specify a parameter in code for a button that calls a recipient name and email address, then use the parameter name in Recipient Parameter. This is required. |
Roles or Groups |
Role/Group Names |
Type the role or user group. To add a list, separate values by double commas. |
Object Owner |
|
The user that owns the object is the recipient. This value can not be edited by the user generating documents. |
Object Creator |
|
The user that created the object is the recipient. This value can not be edited by the user generating documents. |
Current Users Manager |
|
The manager(s) of the user generating documents. |