The signature element lets you create an interactive document, where not only can the content be dynamically based on user input and Salesforce data, but the document can also be signed online on top of it all.
So in fact, a document that contains a signature cannot simply be generated for the filler in one shot (like done in documents without the signature) since it includes 2 steps:
- The rendering of the document with the dynamic data.
- The filler signing it.
To add a simple signature to your document all you have to do is:
1- Press on the ‘Signature’ option in the Word add-in.
2- Select "Simple" option in the radio button.
3- The signature will then be added to your template.
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.
- 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.