The A5 Signature app supports a variety of email template formats. This article contains information about supported formats, ways to merge fields into the body of your email template, and how to create a custom eSign button/link that opens the eSignature page when the recipient clicks it.

  1. Supported Options for Email Templates
  2. Add Merge Fields
  3. Add eSign Button/Link

Supported Options for Email Templates

  • Letterheads created in Salesforce.
  • Full custom HTML email templates.
  • Plain text email templates.
  • Standard email template with no data merge fields.
  • Default email template that came with A5 Signature app package in the eSign Templates email template folder called “Send for eSignature”.

Merge Fields into the Template

You can either merge fields from the eSign Object or from the base object. See details below for each option.

Merge Lookup Fields from the eSign Doc Object

  • Create an email template that is related to the base object and that you have already related to the eSign Doc object via lookup field. Make sure that email template is set to Available for Use.
  • Within the HTML email template builder, select eSign Doc Fields from the Select Field Type drop down list.
  • Find the field you want to merge from the Select Field drop down list.
  • Select the field you want to use. An email merge field will show in the Copy Merge Field Value field.
  • Copy/paste this value into your email template.

Example: The Opportunity Name field may look like this {!Opportunity.Name} when pulled directly from Opportunity field type though when this same field is selected from the eSign Doc Fields in email template builder, it shows as {!esign__Document__c.Opp_Name__c}.

Merge fields from Base Object, then Modify

With this method, you are merging the field from the eSign Doc object and need to have a merge field code that starts from the eSign Doc object through your lookup field to the field name on that related object. Important: Note the double underscore after esign and Opportunity (would be the same double underscore for your merge field format with esign and object name).

  • Create an email template that is related to the base object and that you have already related to the eSign Doc object via lookup field.
  • Add all your merge fields from the base object as you would normally.
  • Replace the base object part of the merge field with esign__Document__c. plus the api name of the lookup field on the eSign Doc object you created that relates it to the base object followed by __r.

Example: Let’s say you have a lookup field on the eSign Doc object called esign_Opportunity__c.  Normally when you merge a field in the email template builder from the Opportunity object it would merge as {!Opportunity.Amount}.  In this case, you would replace Opportunity with esign__Document__c.esign_Opportunity__r. This results in a final merge field of {!esign__Document__c.esign_Opportunity__r.Amount}.

Alternatively, you could create a formula field on the eSign Doc object and use the formula builder to merge the related field you want into that formula/text field.  This would allow you to build your email template from the eSign Doc object to merge the fields you want directly into the email template without needing to update anything in the merge field code since it would be merging directly from the eSign Doc object.  If you don’t want to create the formula fields on the eSign Doc object, then follow the steps above.

Add eSign Button or Link to your Email Template

In general, the eSignature link {!esign__Document__c.esign__eSign_Link__c} must be merged somewhere in the email body so that the recipient can sign the document. How the link is added to the emai lis up to you. For example, hyperlinked text that says Click to Sign or an image button that opens the link when it is clicked (HTML templates only).

  • To create hyperlinked text, you can use this code as example:
    <a href=”{!esign__Document__c.esign__eSign_Link__c}”>Click to Sign</a>
  • To use image button you first need your image to be uploaded to externally available source. You can upload it to your Documents tab in Salesforce and check the box Externally available. Then use image URL in the HTML code in your email, inside ” “, after scr=.
    Use the following code as example:
<a href=”{!esign__Document__c.esign__eSign_Link__c}”><img alt=”Click Here to Sign” src=”” style=”width: 194px; height: 54px;” /></a>.