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?

Forum|Forum|7 years ago
December 25, 2018
1 reply
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Salesforce

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

C

Community Expert

Answer

Docusign Employee

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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You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.