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Is it possible to embed a document into a salesforce lightning page (or any web page), so when clients visit that page they can easily sign the document without getting it into the email?
- Legacy User
Best answer by Community Expert
I would suggest looking into DocuSign Powerforms, which are basically online Templates. Upon creating a Powerform you can copy a URL and then add that to a web page or have a button redirect to the URL. I have not seen it done inside Salesforce but definitely on a web page. Here is the DocuSign video where it is best to start....https://support.docusign.com/en/videos/Create-PowerForm
- Docusign Employee
- 1935 replies
- Answer
I would suggest looking into DocuSign Powerforms, which are basically online Templates. Upon creating a Powerform you can copy a URL and then add that to a web page or have a button redirect to the URL. I have not seen it done inside Salesforce but definitely on a web page. Here is the DocuSign video where it is best to start....https://support.docusign.com/en/videos/Create-PowerForm
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