Send Email to the Customer in One Click

Step 1:- Search for the object to which you want to send documents for e-signature in the Object Manager search bar, then select it to open.

Step 2:- Navigate to the ‘Buttons, Links, and Actions section and select the SME button if you have already created otherwise click on New button or link button.

Note:- Standard button URL for SME Button :
/flow/hic_signeasy/Sme_AddAndUploadDocument?recordId={!Contact.Id}

You can change the recordId parameter value according to your choice.

Note :- Display type will be Detail Page Button for adding button in detail record page.

Step 3:- Add the button link in the Custom Button or Link Editor. Refer Sign parameters.

Step 4:- Add Recipient
You can add the existing records of Lead, Contact and User objects as recipients using standard recipients parameters otherwise you can add custom recipients. Refer Sign parameters.

reCusFirst = Used for adding custom recipient First Name.
reCusLast = Used for adding custom recipient Last Name.
reCusEmail = Used for adding custom recipient Email.
reCusRole = Used for adding custom recipient Role.

Example :- /flow/hic_signeasy/Sme_AddAndUploadDocument?recordId={!Contact.Id}&reCusFirst1=Micheal&reCusLast1=James&reCusEmail1=michealljames001@gmail.com&reCusFirst2=James&reCusLast2=Thompson&reCusEmail2=jamesthompson01090@gmail.com&reCusRole2=CC

Step 5:- Add document
Parameter Name : &docIds

Parameter Description : Document ID that automatically selects a document on the screen.You can add multiple document IDs through commas.

Example of multiple document : &docIds=069g5000002EbjJAAS,069gK000006mtaPQAQ

Note : Supports a maximum of 3 documents. The document must be present in the related Notes & Attachment record of the parent.

Ref : &docIds=069g5000002EbjJAAS.

Example:-
/flow/hic_signeasy/Sme_AddAndUploadDocument?recordId={!Contact.Id}&reCusFirst1=Micheal&reCusLast1=James&reCusEmail1=michealljames001@gmail.com&reCusFirst2=James&reCusLast2=Thompson&reCusEmail2=jamesthompson01090@gmail.com&reCusRole2=CC&docIds=069g5000002EbjJAAS

Step 6:- Add SendNow parameter

Parameter Name : &sendNow

Parameter Description : Send Now parameter is used to mail to the recipients directly.
Example : &sendNow

Ref : &sendNow=true

Example:-
/flow/hic_signeasy/Sme_AddAndUploadDocument?recordId={!Contact.Id}&reCusFirst1=Micheal&reCusLast1=James&reCusEmail1=michealljames001@gmail.com&reCusFirst2=James&reCusLast2=Thompson&reCusEmail2=jamesthompson01090@gmail.com&reCusRole2=CC&docIds=069g5000002EbjJAAS&sendNow=true

Step 7:-Click Save.

Step 8:- Navigate to the page layouts section and select the desired page layout for adding button.

Step 9:-Navigate to the Mobile & Lightning Actions section and search the button and drag and drop into the Salesforce Mobile & Lightning Experience Actions section.

Step 10:- Click Save.

Step 11:- Go to the object’s record detail page and click the button you created.

Email is successfully sent to the recipients.