The Envelope Wizard is a Salesforce assistant that guides users through the creation of electronic signature envelopes. It allows you to create envelopes from an existing template or from scratch, configure envelope details, add signers (Leads, Contacts, Favorite Contacts, or new signers), define roles, groups, and signing order. After attaching the documents, you can review all information and choose to either send the envelope immediately or save it as a draft for later.
- How to Access the Envelope Wizard
- Open the desired record
Navigate to the record of the object where you want to create an envelope (e.g., Account, Opportunity, Case, etc.)..
- Click the Envelope Wizard button
Look for the Envelope Wizard button added by the administrator in the record page actions bar.
Tip: If you don’t see it, check with your administrator for the button’s name and location.
- Start the Envelope Wizard
Clicking the button will open the Sending Assistant.
The Flow will guide you step by step through the process of creating the electronic signature envelope.
Envelope Wizard Steps
- Choose the creation type
Existing Template: Create the envelope using a pre-configured template.
New Envelope: Create the envelope from scratch, manually defining all details.
- Edit Envelope Information
After selecting the creation type, you can access the edit screen to:
- Change the envelope name
- Define a description
- Adjust expiration dates
- Configure additional messages or instructions
Tip: These details are important to identify the envelope and guide signers through the signing process.
- Add Signers
You can add different types of signers:
- Existing Lead: Select a Lead already registered in Salesforce.
- Existing Contact: Select a Contact already registered in Salesforce.
- Favorite Contact: Select a contact previously marked as favorite.
- New Signer: Create a signer with no link to Salesforce records.
Attention: For each signer, define the Signer Record Type, which determines their participation:
- Signer: Participates by signing the envelope.
- Read Only: Only views the document, cannot sign.
- Signer Configuration
For each signer, define the following information:
- Signer Record Type
Determines whether the signer participates as Signer or Read Only.
- Signer Name
Name of the signer.
- Signer Email
Email address of the signer. Required to send the signature request.
- Signer Phone
Phone number of the signer. Used if SMS authentication is required.
- Signer Country
Country of the signer.
Important: Some additional fields (CPF, Birthday) are only required if the country is Brazil.
- CPF (Brazil only)
Signer’s CPF number, required for identity verification in Brazil.
- Signer Birthday (Brazil only)
Date of birth, used for authentication in Brazil.
- Signer Language
Preferred language for receiving envelope instructions and notifications.
- Signer Role
Role of the signer in the process (e.g., signer, approver, witness).
- Authentication Type
Method of signer authentication, e.g., password, SMS, digital certificate.
- Ordem de assinatura:
The sequence in which each signer must sign the envelope.
- Grupo de signatários
Allows signers to be part of a group that signs simultaneously before the envelope moves to the next signer.
- Attach Documents to the Envelope
- Upload the documents that need to be signed.
- Review and Send
- In the final step, you can review all entered information:
- Signers and their roles
- Signing order
- Attached documents
- Envelope information
- Available actions:
- Send Now: Sends the envelope immediately to the signers.
- Save as Draft: Saves the envelope for later sending.
- Send Now: Sends the envelope immediately to the signers.
Attention: At this step, you cannot edit the data—only review and confirm sending or save as draft.