When on the Experience/Community Cloud and you want to start a signing session, best to use the Embedded SIGN Actionable. Cause of the limitations of Experience/Community Cloud users it is possible that standard SIGN Butler Actionables do bump into those limits. That is why we created Embedded SIGN!
This feature is provided via an add-on that can be installed via this URL: https://<YOUR_ORG_DOMAIN>.lightning.force.com/packaging/installPackage.apexp?p0=04t3X000003So6X
Use Actionable class: “PB_Act_EmbeddedSign”
Some items to remember:
- The Delivery Type on the DocConfig has to be set to BASE64 (not possible to save the PDF cause of Experience/Community Cloud User limits)
- Embedded SIGN Actionable does not send any emails! It is designed to immediately open the signing page. If you want to send emails, this can be easily changed in the APEX code of the Actionable (in Actionable code just change this: srInput.sendEmail = false ==> true😉
- If the SIGN Request is not signed or rejected, it will send reminder emails if this is configured in the SIGN Request Template
- The signer will still receive a mail after signing so they can download the signed document
If you want to have full control and create your own components that launch Embedded SIGN, you can do that in APEX. More information is found on our SBV2 APEX API: Embedded SIGN
