Salesforce Sign Documents
Sign Now Custom Buttons - DocuSign for Salesforce
This section provides an example script for a custom button to let a user sign documents now.
In Person Signing with DocuSign for Salesforce
If you are meeting in person with someone, you can use In Person Signing to simplify the signing process.
In Person Signing Custom Buttons - DocuSign for Salesforce
This section provides some example scripts for creating custom buttons to host In Person Signing sessions.
Conduct an In Person Signing Session - DocuSign for Salesforce
When the signer is ready to sign the document, follow the procedure below to complete an in person signing session.