How to Use Write Back Configuration

Step 1:-Navigate to App Launcher and in the quick find box search and then select the Sign Made Easy App.

Step 2:- In the Sign Setup tab, select the Write Back Configuration.

Step 3:- Select Object.

Step 4:- Select the field to be made available for writeback by clicking the Add (+) button.

Step 5:- Define the basic properties of those fields.

 Once configured, these fields can be used as tags within the documents.

Step 6:- Open the App Launcher, search for the object, and go to its record page.

Step 7:-  Click the button you created. The Create Transaction interface will appear, allowing you to add documents and recipient details.

Step 8:-  Click the Preview and Tag button to add the necessary tags to the document.

Step 9:- Now, drag and drop the writeback tag onto the documents at the desired locations.

Step 10: Now, click the Send button to send the email to the recipients.

Note: Each writeback tag must be linked to a single signer to prevent conflicts.

Step 11:- To complete the transaction, click on each tag and enter the required information to complete the transaction.

Step 12:- After signing, open the originating object record and confirm that the tagged data has updated the correct fields.