Send a document to an non-approver/signerThursday, May 5, 2022 at 02:40pm
Is it possible to send a form to a non-signer to populate the form before signing?
The idea is:
1) Create a package via Salesforce, Salesforce merges some info onto the document
2) Package is created and sent to the sender/form preparer to directly populate the form with data that is not in Salesforce. They do NOT need to sign.
3) When finished, the form is sent for signing to the client