If you are not using A5 Signature with another document generating app like A5 Documents app, you can create a custom link/button to redirect you to sending a eSign Document, and also to pass all the variables to pre-populate the values on the page so you don’t need to fill them in.

Go to Setup, and then to the object from which you want to invoke the Send New Document page. Create a new custom button or link. Enter any name you want for the button/link, for example “Send Document for Signature”. For display type, select Detail Page Link or Detail Page Button, and for content source, select URL.

Below, in the box where you type your URL, type /apex/esign__SendNewDocument. If you want to pass it any parameters, add ? and a first parameter name followed by = and the value you’re passing for that parameter. For all other parameters, instead of ?, use &. The values can be common text or a merge field code.

Below are the parameters you can pass to the Send New Document page:

Field Description
Google_Doc_ID ext value of the Google Doc ID or merge field code for a custom formula field that pulls the Google Doc ID out of the full Google Doc URL of the template you are using.
Send_To Record Id of a Salesforce Lead or Contact record.
Email_To_Name Text value of full name.
Email_To Text value of email address.
Email_CC Text value of email addresses separated by semicolon.
Counter_Sign_Method Text value of one of the picklist options.
Counter_Signed_By Record Id of the Salesforce user who countersigned the document.
Email_Template Record Id of the Salesforce email template that will be used to send the eSign Doc to the signer.
Email_Subject Text value of the subject of the email.
Witness_Required True or False.
Signer_2_Required True or False.
Signer_2_Name Text value of the second signer’s full name.
Signer_2_Email Text value of the second signer’s email.
Signer_2_Email_Template Record Id of the email template used to email the eSign Doc to the second signer
Disable_Comment_Button True or False.

Note: If Email_Template and Email_Subject are used at the same time, then Email_Subject will be overridden with the subject from the Email template (if the email template has a subject).

If you want to populate other custom lookup fields you have created, use the API name of the lookup field you created and remove the __c.

Example button code:

&Counter_Sign_Method=Counter Sign Required