Select a Template
Navigate to the Account record (or the object where your components are located).
Under the Document & eSign component, click the Lumin templates tab.
Select the Template you wish to send.
Then, click Continue.
Review and verify
Before sending, use the following options to ensure the document is correct:
Edit: Opens the agreement in AgreementGen for manual modifications.
Preview: Downloads a PDF with pre-filled Salesforce data. Use this to verify that all variables (names, addresses, etc.) have populated correctly.
Configure and send
After reviewing your document, return to Salesforce and click Send for Signature.
The Due date is pre-set based on admin configurations (e.g., 7 days) but can be manually updated here.
Review the list of signers pulled from your template mapping.
To include a non-signing observer, enter their Full Name and Email. Viewers receive a copy of the agreement at every stage of the lifecycle.
Click Continue to review. Signers will receive an email link to sign; a Lumin Sign account is not required to complete the agreement.
Optional - Add a custom message
Before clicking continue to review, click the Email tab.
Enter the signer email address, email subject and email message in each respective sections.
Track agreement status
Navigate to the Signature Request component on the record.
Click the Refresh button to pull the latest status.
Once all parties have signed, the status updates to Completed, and a copy of the final document is automatically attached to the record’s Files section.
Cancel signature request
Navigate to the Signature request component on the record.
Click the dropdown arrow to bring up the Cancel option.
A success message will appear, and then the status will change to 'Cancelled'.
