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 &. Values you’re passing can be common text or a merge field code.

For example, your URL could look like this: /apex/esign__SendNewDocument?Google_Doc_ID=19y3lLipd2G9YrzmoaklcoRLgpMu4wyodc0rYAKLTmnc&Email_To_Name={!Opportunity.Contact_Name__c}, where Google_Doc_ID and Email_To_Name are parameter names, and 19y3lLipd2G9YrzmoaklcoRLgpMu4wyodc0rYAKLTmnc and {!Opportunity.Contact_Name__c} are values. As you can see, you can pass it a text or merge code, in this case a merge code for the Contact Name field on Opportunity object.

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

  • Google_Doc_ID – text value of the google doc Id,
  • Send_To_Id – Id of a Salesforce Lead or Contact record,
  • Email_To_Name – text value of a 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 – Id of the Salesforce user record,
  • Email_Template – Id of the Salesforce email template,
  • Subject – text value of the subject,
  • Body – text value of the body.  This can’t be too long in a URL code.  Best to use a template,
  • Update_Related – true or false,
  • Witness_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 – Id of Salesforce email template used to email the eSign Doc to second signer,
  • autosend – flag used to specify if the eSign Doc should be autosent. Set to yes to enable autosend.

If you want to populate other custom lookup fields you have created, just use the API name of the lookup field you created and remove the __c.  For example if you created a contact lookup field called Primary Contact (API name would be Primary_Contact__c) then your parameter would look like Primary_Contact=003… or Primary_Contact={!BaseObject.Primary_Contact__c}.