| Tags functionality | Sign tags | Required or optional |
|---|---|---|
| Signature of Recipient 1 | \signature1\ | Required |
| Initial of Recipient 1 | \initial1\ | Required or Optional |
| Stamp of Recipient 1 | \stamp1\ | Required or Optional |
| Name of Recipient 1 | \names1\ | Required or Optional |
| Title of Recipient 1 | \titles1\ | Required or Optional |
| Email of Recipient 1 | \email1\ | Required |
| Date of Recipient 1 | \signdate1\ | Required |
| Company of Recipient 1 | \company1\ | Required or Optional |
| Checkbox of Recipient 1 | \checkbox1\ | Required or Optional |
| Attachment of Recipient 1 | \attachment1\ | Required or Optional |
Example: \attachment1 {“label”:”Demo”,”required”:”true/false”,”size”:”small”}\ Label only for attachment (Basic Tag)
| Size | Label | Required | Maxlength | |
|---|---|---|---|---|
| Signature |  |
|||
| Initial | |
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| Stamp | |
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| Date | ||||
| Company | |
|
||
| Name | |
|
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| Checkbox | ||||
| Attachment | |
|||
| Title | |
|
||
| Write Back | |
|
|
|
Example: \wb1{“apiName”:”BillingCity”,”label”:”City”,”required”:”true”,”maxLength”:”40″,”size”:”large”}\
recordId
reCusEmail
Note : Supports maximum 5 recipients, need to only change the last value in order to use.
Ref : For 4th reipient use &reCusEmail4=sign@gmail.com
reCusFirst
Ref : For 4th reipient use &reCusFirst4=sign
reCusLast
Note : Supports maximum 5 recipients, need to only change the last value in order to use.
Ref : For 4th reipient use &reCusLast4=Easy
reCusTitle
Example : &reCusTitle1
Note : Supports maximum 5 recipients, need to only change the last value in order to use.
Ref : For 4th reipient use &reCusTitle5=Mr
reCusRole
Parameter Name : &reCusRole
Parameter Description :Role parameter for the first recipient.(Signer,InPersonSigner,CC)
Example : &reCusRole1
Note : Supports maximum 5 recipients, need to only change the last value in order to use.
Ref : For 4th reipient use &reCusRole4= Signer
reCusCompany
Note : Supports maximum 5 recipients, need to only change the last value in order to use.
Ref : For 4th reipient use &reCusCompany4=HIC
docIds
Parameter Description : A Document ID that automatically selects a document on the screen.
A comma separated document id that automatically selects multiple documents on the screen.
Note : Supports maximum 3 docId, need to only change the last value in order to use.
Ref : &docIds=a0C5j000008lYCeEAM ,a0C5j000008lYCeEAN ,a0C5j000008lYCeEAK
signingOrder
Ref : &signingOrder=true
recId
Parameter Name : &recId
Example : &recId1
Note : Supports maximum 5 recipients, need to only change the last value in order to use.
Ref : For 3rd reipients use &recId3=a0C5j000008lYC
role
Parameter Name : &reCusRole OR &role
Parameter Description :Role parameter for the first recipient.(Signer,InPersonSigner,CC)
Example :&reCusRole1 ( for Custom recipient )
Example :&role1 ( for Standard recipient )
Ref : For 4th recipient use &reCusRole4= Signer
Ref : For 4th recipient use &role4= Signer
sendNow
Example :&sendNow
Ref : &sendNow=true
Save Completed Documents Back to Salesforce Record
Parameter Name : &sb
Parameter Description : First, we create a button, and then we add the parameter sb=(true) in the URL, then when we click that button, the chatbox is automatically checked.
Example :&sb
Ref : &sb=true
FileName
Parameter Name : &fn
Parameter Description :When we create a button, and then we can add the parameter filename=(NameTransStatus or Name) in the URL, then when we click that button, the chatbox is automatically checked. Users can select only one file name at one time.
Example :&fn
Ref : &fn=NameTransStatus\Name
Message
Parameter Name : &msg
Parameter Description :When we create a button, and then we can add the parameter message=(please sign the document), in the URL, then when we click that button. Then, in the message box, the message will be automatically reflected.
Example :&msg
Ref : &msg=Please sign the Document
Subject
Parameter Name : &sub
Parameter Description :When we create a button, and then we can add the parameter subject=(please review the document), in the URL, then when we click that button. Then, in the subject box, the message will be automatically reflected.
Example :&sub
Ref : &sub=Please review the Document
Business Unit
Parameter Name : &bu
Example :&bu
Parameter Description :When we create a button, and then we can add the parameter bu=vlfstsacScCJdykaFg7C3CFlKkyAjd2y in the URL. Then, in the choose business unit box, it will be automatically reflected.
Ref : &bu=vlfstsacScCJdykaFg7C3CFlKkyAjd2y
