Fax Signatory Zip Code with airSlate SignNow

Fax signatory zip code

hi there today in our weekly titan tip i will show you how you can create a multi-sign-up dynamic template using our document generation and doc signups first we will go to the world and using our awarded in that allows us to basically add any fields from any custom or standard object i can create a table like an insert field i can insert signature i can put condition nothing required code nothing requires script only drag and drop and select in the correct field i already created some fields on the account and from the opportunity light line item in order to save some time let me add another fill let's say i will add from the account also the phone just to show how easy it is so i'm clicking on the insert choosing the account choosing the phone and basically that's it so here i have the account information i have the opportunity line item information and on the bottom i added the signature information what we are going to see is our uh two signee will need to sign one it will be the primary contact another one will be the cfo so i added some interactive fields now i will save it and i will move to our dock sign since i did changes i need to replace the document i will drag the new [Music] document and now i can see also the phone i see the document and i see that i have two signal with different colors now in the dock sign what we have is the ability to add sign here and for each one to create different condition so here i already created i'm bringing the primary contact of the account of the opportunity and i'm bringing also user which is the cfo i can add other signal uh whatever now what is left is basically to save it you know what one more is just to show you that the self of configuration says that it will generate will be generated from a button inside salesforce and the record will be the ecology of the opportunity so now we will move on to opportunity let's go to one of the opportunity and i will click on the generate document now i have this document this is document that we just created and i will click sign what will happen now is that i as the first signer i will get an email with a request to sign the document so let's wait i think that my email is closed let's open the email okay let's wait it will come okay so now i got an email signature request you see this is the email this is the primary contact name timber and now i will click on it and i see the document with the telephone that we put the different line items and timber and the email and now what is left is just to sign this is just some games that i did before let's choose a signature let's see this one and so i uh the signature let's assume this is the signature confirm and finish what is happening now basically the first sign finished and now the second will get now since i am with the same email for both of them i will get also the second email and where it is this is thank you yeah and now a low cfo and this time the dml is different the gmail this is the second signal and if i scroll down i see that the first one already signed and this is the second one so now i will say sign it and that's it now when the document finishes go to salesforce and see some nice feature inside so since all the document all the signatures are done i have a tracking for everything that happened so i see when it was sent or view it or completed with the signature with all the relevant information i see also the document um basically you can see this is not the final one let's refresh okay and this is the last one and you can see with the signature and this is how easy it is to create a dynamic document with information from many uh object and with a different uh multi-signer that you can decide based on any condition in salesforce that's it