How to Use Sign Parameters to Email Standard Recipients in Salesforce eSignature Workflows

Step 1:- After configuring the SME, navigate to the ‘Buttons, Links, and Actions’ page and select the newly created button to view its details.

Step 2:- Click Edit.

Step 3:- To add the Standard Recipient Using Sign parameters, edit the button link in the Custom Button or Link Editor.

Step 4:- Add Standard Recipient Using Sign Parameters.

Parameter: &recId
Description: Automatically selects one or more recipients on the screen (up to 5).
Example: &recId1

Note: Use sequential numbering for multiple recipients (e.g., &recId3=a0C5j000008lYC

Step 5:- Click Save.

Step 6:- In Page Layout, drag the created button from Mobile & Lightning Actions to the desired section.

Step 7:- Click Save.

Step 8:- Go to the object’s record detail page and click the button you created.

Step 9:- The Create Transaction page is launched. Upload the document.

Recipients added through parameters are also visible

Step 10:- Click Send Now.

Now, the email is sent to the selected recipients.