1. If you are not using A5 Signature with another document generating app like A5 Documents app, you can create a custom link/button to click to go to sending a eSign Document but pass all the variables to pre-populate the values on the page so you don’t need to fill them in.
  2. First go to the eSign Docs tab, and click the New button.  Or New from the related list on the object you are relating to.  Get the url of the page you are on when Sending Document.
    For example in our test org it is https://esign.na9.visual.force.com/apex/SendNewDocument?retURL=%2Fa1X%2Fo&save_new=1&sfdc.override=1
  3. Now take that URL and use that in your custom link/button and add variables to the end of the url by adding an “&” then the api name of the field on eSign Doc object you want to populate without the __c at the end and an “=” and then the value you want to populate it with.  In your formula you might include a fixed text value or a merge field value from the record the link/button is going on.
  4. For example if I want to pass the Google Doc Id that I have saved on my Opportunity object in a field called “Google_Doc_Id”.  Then I can add to the end of the url “&Google_Doc_ID={!Opportunity.Google_Doc_Id}”.  When clicking link from an Opportunity record the value will be passed and pre-populated to the Send Document page.
  5. You can do the same for these fields:
  6. &Google_Doc_ID= text value of the google doc id.
  7. &Send_To= the salesforce id of a contact record.
  8. &Email_To_Name= text value of a full name.
  9. &Email_To= text value of email address.
  10. &Email_CC= text value of email addresses separated by semi colon.
  11. &Counter_Sign_Method= text value of one of the picklist options.
  12. &Counter_Signed_By= the salesforce id of the user record.
  13. &Email_Template= the salesforce id of the email template.
  14. &Subject= text value of the subject.
  15. &Body= text value of the body.  This can’t be too long in a url code.  Best to use a template.
  16. &Update_Related= put “true” or “false”.
  17. If you want to populate other custom related to lookup fields you have created just use the api name of the lookup field you created in the same way.  For example if I created a lookup field called “Opportunity” then I would put &Opportunity= the salesforce record id of the opportunity.