How to Send a Form-Field Compatible PDF for eSignature in Salesforce

Here are the steps you need to follow to complete the process of eSigning with the Form Field compatible feature.

Step 1:- Embed the form field into the PDF document.

Note: A form field in a PDF is a space that allows users to input information directly into the document.

Note: In case the SME Button is not yet configured, navigate to the Button Configuration section of the Sign Setup page and create it prior to proceeding.

Step 2:- Next, you have to upload the files.

Step 3:- Add Recipient.

Step 4:- Check the ASSIGN FF checkbox.

Note:- If your PDF already contains form fields, they are automatically recognized and converted into SME tags, making the signing process seamless and efficient.

Step 5:- Click the Send Now button to send the email to the recipient.

Step 6:- To complete the transaction, click on each tag and enter the required information to complete the transaction.

Step 7:- Thus, the eSignature for Salesforce is completed, and now you can download the document by clicking on the Download button