signNow attachments

Send an attachment for signing with the signNow Attachments Button.

Select the signNow Attachments button in your object.

Select an attachment from the list and click on it. Use the Search bar to find the required attachment if the entire list isn’t displayed on the page.

Enter a name for your document.

Click Edit Document to open the document in signNow and begin editing it (add fillable fields, checkboxes, dropdowns, etc.).

Alternatively, you can import fields from specific signNow templates into your documents. (Refer to the Template Settings section of this guide).

Select Add Annotations to add Salesforce annotation fields to your document.

Once you’ve finished editing your document, click Next to proceed to the Data Binding settings or Skip Document Options if all the required settings have been specified.

In the Salesforce Data Binding section, you can prefill documents with data from Salesforce records or update the fields of a Salesforce record with data collected from a filled document.

If you need to change your settings, select Previous to go back to Setup Document.

Once all settings have been specified, you can send signature requests to recipients.

Select Send Invite to send your document for e-signing to recipients via an email.

In the next window, enter recipient details. Use Advanced Settings to protect your document with a password, set an expiration date and add a reminder. To send the document, Click Send.

Select Create Signing Link to generate a document link that can be directly shared with recipients.

In the next window, click Copy to clipboard to copy a document’s link and provide it to your signers.