The GetAccept platform offers the ability for a recipient of a document to fill in data in added text field boxes that you add to the template. It is now possible to capture this recipient-filled data, on signing, and process it back in Salesforce. As a result it is now possible for recipients to update their own records in Salesforce under your supervision. This feature works with both scenarios:
How it works
Once a document has been signed, all information regarding this document is sent back to your Salesforce org, including any data the recipient may have filled into text fields (if they exist).
You can therefore enable flow GA0010 and have that data saved in the object of your choosing. In this particular flow, it takes two fields and saves them in an opportunity, but any requirement you have can only be met by duplicating the flow and editing accordingly.
Customizing the flow
Once you have duplicated the flow you can start editing it to your needs. This is a breakdown of the nodes that you see in the image above and details which node you will need to change and which you should leave be.
It's important to pay close attention to the label values in this decision node as it differs based on the type of template you are using. The rules are as follows:
Of course, we at GetAccept are happy to assist in customizing of this flow so that you can find and save all the customer-filled data you wish.
If you encounter any issues, please contact email@example.com