Saving signed documents directly inside Salesforce is an important part of keeping approvals organized, secure, and easy to track. Instead of manually downloading and re-uploading files, teams can rely on built-in automation to store completed agreements right on the record. This guide will provide the exact steps to complete the process using eSignature for Salesforce, Salesforce digital signature, and other powerful Salesforce eSignature features that streamline every signing workflow.
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
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