How to Save Signed Documents Back to Salesforce with Seamless eSignature for Salesforce Integration

Step 1:- Navigate to the object’s record detail page, then click the custom button you created.

Step 2:- The Create Transaction page is launched. Upload the document and add Recipients.

Step 3:- Select the checkbox to save completed documents back to the Salesforce Record.

Step 4:- Click Send Now.

The email is sent to the selected recipient.

Step 5:- Complete the signing process, then click the Complete Sign button.

Step 6:- Upon completion of the Signing process, the document is stored in Salesforce