To add an Invisible signature to your document all you have to do is:
1- Press on the ‘Signature’ option in the Word add-in.
2- Select the "Inisible digital signature" option in the Radio button.
3- Enter the properties required for the digital seal:
* Please note that you can enter static values or insert them dynamically from a Salesforce object.
Object - If you wish to enter dynamic values you will need to specify the SF object here.
Comment - Provide a comment
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Comments - Enter the signature comments
Roles -Enter the User role.
City - Enter the city.
Country Name - Enter the country name.
Postal Code - Enter the postal code.
State or Province - Enter the state or province.
4- Now you will need to enter the Form builder to enable the signature in your document preview.
- Enter the form builder
- Open the form that generates your Word document. So:
- Go to: Properties panel > Form tab > Settings option > Document generation category > Word mapping.
- Press on the “Configure” button to enter the Word mapping.
- Make sure your Word mapping is set correctly:
A- that the Word file is attached,
B- That "Record id" is filled
C- That "preview before submit" is turned on.
D- Choose the document output format: Docx or PDF.
* Please note that the digital signature is not supported for PDF converted with Office 365.
- Open the “Signature” category.
- Turn on the “Enable signature” checkbox
- Set convert to PDF to “Office 365” or “Titan”.
5- You can also make the Signature required by turning on the “mandatory” checkbox.
6- If you wish to change the labels in the signature window this can easily be done, by opening the “Labels” category” and changing the default values.
7- Save the settings and the form.
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