How to Create a Document Workflow Using Apex

This guide provides step-by-step instructions for automatically creating document workflows and sending signing links directly from Salesforce. Following these simple steps will streamline your document generation and e-signature processes, eliminate manual tasks, and significantly accelerate your organization's document signing cycles.

• Log in to Salesforce.

• Navigate to the Document Template tab.

• Select the desired Document Template from the list.

• Click the Details tab.

• Check the box for Auto Populate Template.

• Click Save Changes.

• Decide your automation trigger method (e.g., Salesforce Flows, Apex triggers, platform events).

• Create an Apex class named DocumenteSignatureAutomation.

  public class DocumenteSignatureAutomation { //YOU CAN GIVE YOUR OWN NAME.
  }
  

• Create a function that triggers the automation by calling a global method from DocGen and eSign Package.

  public class DocumenteSignatureAutomation { 
  /**
   * Triggers the document generation and e-signature workflow for a given record.
   * 
   * This method calls the DocGen & eSign service to generate a document using the specified 
   * template and associates it with the given Salesforce record. If successful, it retrieves 
   * the signing URL and workflow ID.
   * 
   * @param recordId          The Salesforce record ID (e.g., Opportunity, Contract) for which 
   *                          the document will be generated.
   * @param documentTemplateId The ID of the document template to be used for generating the document.
   * 
   * @throws Exception        If there is an error during document generation.
   */
  public static void triggerDocumenteSignature(Id recordId, Id documentTemplateId) {
      try {
          String sResponse = docgen_esign.GlobalServices.generateDocument(documentTemplateId, recordId);
          Map<String, Object> outputMap = (Map<String, Object>) JSON.deserializeUntyped(sResponse);
          if (outputMap.containsKey('bSuccess')) {
              if ((Boolean) outputMap.get('bSuccess')) {
                  // Document Workflow Created
                  System.debug('Document workflow created successfully.');
                  // Fetch signing URL and workflow ID
                  if (outputMap.containsKey('signingUrl') && outputMap.containsKey('workflowId')) {
                      String signingUrl = (String) outputMap.get('signingUrl');
                      String workflowId = (String) outputMap.get('workflowId');
                      System.debug('Signing URL: ' + signingUrl);
                      System.debug('Workflow ID: ' + workflowId);
                  } else {
                      System.debug('Signing URL or Workflow ID not found in response.');
                      // Logic to handle the error
                  }
              } else {
                  // Get the error message
                  String error = outputMap.containsKey('message') ? (String) outputMap.get('message') : 'Something went wrong while generating the document';
                  System.debug('Document workflow creation failed: ' + error);
              }
          } else {
              System.debug('Invalid response from document generation service.');
              // Add logic for invalid response handling.
          }
      } catch (Exception e) {
          System.debug('Error triggering automation: ' + e.getMessage());
          // Add logic to handle exception, such as logging or notification.
      }
  }
  }
  
  

Once triggered, the signer automatically receives an email containing their signing link.