jromeral's account

Hi, Michael, Thanks for your reply. About #1: Yes, what we'd like is that, when a specific custom object in Salesforce is changing its status, an e-mail to sign a document will automatically be sent. Is there a straightforward way to do this wit heSignlive? We're assuming it can be done, but I'd like to find the specific part of the documentation where this is explained. Regarding #2, according to what you said, if the user were to open the original e-mail from a mobile device, then he would be able to sign from the same device without the need of a second e-mail?

Hi, Michael, Thanks for your thorough reply, Point #2 is pretty clear now :) Regarding #1, we still have some doubts: - Based on your explanation, can we assume that creating a transaction means creating a record in an object (whose fields would be the data we need, such as the e-mail address) and, after its creation, the e-mail will be sent by eSignlive (and therefore staying related to this record so that, upon final signing, the required data will get back automatically)? Or would we need to perform any other actions? - If eSignlive is (hopefully) sending the e-mail automatically... why are you asking about REST API and APEX SDK? Thanks and sorry if I wasn't 100% clear in my initial post :)