Document Delivery Object
- Tim Sweeney
Analytics
Saleforce and Nintex Automation Cloud are connected via API to send documents for signature and retrieve signed documents.
The Document Delivery object (DD) has been created to act as the trigger record to send documents from Salesforce Objects.
Document Delivery Overview
The Document Delivery object is a related list currently supported on the Opportunity. DD records are created via the Generate Documents QA. This QA is a screenflow that guides the user through steps to prepare and distribute different types of documents. Once a DD record is created, it will trigger the relevant Nintex Workflow.
Limitations
Documents need to be sent individually
Assuresign Envelop information is only updated in Salesforce once one of the final actions have been made such as Document is signed, decline or expired.
Document Delivery Record
After the screen flow is submitted, a Document Delivery record is created. The record contains details related to the document that was sent including Delivery Method, Type, Recipient, Sender and tracking details from Nintex.
Key Document Delivery Fields
Delivery MethodPreview: Send a ‘Draft’ document to the nominated My Supports Signer. Can be viewed digitally or downloaded for print.
e-Signature: Sends a ‘Final’ digital version of the document sequentially to the nominated signers in the Assuresign Template.
In-Person Signing: Sends a ‘Final’ version of the document to the nominated My Supports Signer for download and print.
Participant/NomineeIf a Client Contact has any related
ConnectionwhereNominee = Truethen the Nominee will be the recipient of the Document
StatusWhen the Document is sent for preview, the
Status = PreviewOnce the Nintex Workflow is triggered, the
Status = SentOnce the Document has been actioned, the
Status = Completed, Declined, Expired, Cancelled
Workflow Instance IdThis URL is the link to the instance that triggered the workflow in Nintex. This can be used for troubleshooting, resubmitting the document and in-depth tracking.
Document Delivery Object Configuration
An Object called Document Delivery has been created as the catalyst for sending documents externally in Salesforce.
API Name | Data Type | Values | Notes |
|---|---|---|---|
Document_Type__c | Picklist | Schedule of Supports Service Agreement Client Information and Consent form | User Input |
Delivery_Method__c | Picklist | In-Person Signing e-Signature Preview | User Input |
Document_Send_Date__c | Date | TODAY() | Flow Input - Read Only |
Document_Sent_by__c | Lookup | CreatedBy User | Flow input - Read Only |
My_Supports_Signer__c | Lookup | User | User Input |
My_Supports_Signer_Name__c | Formula | UserId converted to text | Formula - Read Only |
My_Supports_Signer_Email__c | Formula | User.Email converted to text | Formula - Read Only |
Opportunity__c | Lookup | Related Opportunity | Flow Input |
Participant__c | Lookup | Related Participant | Flow Input |
Sent__c | Checkbox | True/False | Flow Input |
Status__c | Picklist | Completed | Flow Input & Nintex Workflow |
Workflow_Instance_Id__c | Text | Link to Nintex Workflow Instance | Populated from Nintex Workflow |