Need to capture data from your customer while signing the document?
You can add multiple form fields via PDF Butler and have these push data back to Salesforce. Updating the record or records related.
You can set if these fields are required, have validation, lock the fields when they have data, …
Types of form fields:
- Single line text
- Multi line text
- Checkbox
- Radiobutton
- Date field
- DateTime field
- Dropdown box
It is also possible to assign Form Fields to specific signers. The following video will explain how:
Error during field updates:
Because of incorrect values, validations, … , the update of the fields can fail. In this case, the signing process will not be impacted but an email will be sent.
The receiver of the email can be:
1) The Owner of the SIGN Request hen the Owner of the SIGN Request did the “User Admin“.
2) The User that did the registration on the SIGN Butler Admin tab
