How to Add and Configure Signatures in Noca Docs
Noca Docs
Add, Collect, and Automate Signatures
In this guide, you’ll learn how to add a signature field to a Noca document and automate a signing workflow triggered by Salesforce. We’ll insert a signature input field, publish the document to a flow, send a fill link to Slack for signing, and automatically deliver the signed document back to Slack once the signer completes it.
Watch & Learn
Follow these steps to add and configure it:
Steps:
1
Start with an existing Noca Docs Template
- Open your existing Noca document template
- Confirm the document already includes merge fields from your system of record (example: Salesforce Opportunity fields).
2
Add a signature input field to the document
- Open the Noca add-in menu
- Click Add
- Select an input field type
- For this example we chose signature
- For this example we chose signature
- Choose Insert
- Place the signature field in the correct spot in the document.
- Set the field as:
- Mandatory if signing is required
- Optional if signing is not required
3
Publish the Document
- Click Publish
- Choose an already created flow or create a new flow
- In the video we used an already existing flow
4
Open the flow and confirm your Salesforce trigger
- Open the flow in the Noca builder
- Confirm the trigger is what you want to achieve
- In this example we used a Salesforce opportunity event
- Set to run when the Opportunity is updated
- Using a condition of Stage = Perception Analysis
5
Configure the Get Fill URL path (send the signing link)
- From the Word node, select the + sign to the right of Get Fill URL
- Determine where you would like to send the URL to collect the signature on the document
- In this example we used Slack
- Send to User
- Add a message with Fill URL from the Data Kit in the previous node to the message
- In this example we used Slack
6
Configure the Fill Completed Path (send the signed document)
- Use the Fill Completed output from the Word node by clicking the + to the right of Fill Completed
- In our example we added another slack node to deliver the completed document
- Add a message
- Attach the completed document file from the Word Node data kit
- In our example we added another slack node to deliver the completed document
7
Go Live
- Choose Go Live at the top of your page and test your workflow
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