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Topics#Salesforce DeveloperMathew Andresen's Question
Mathew Andresen (Umpqua Dairy Products Company) asked in #Salesforce Developer
Jul 8, 2015, 10:28 PM

Auto attach PDF's generated in Salesforce into Docusign

Hi,

 

I have created a visualforce page that generates my contract from my opportunity.  It creates this as a PDF so I can send it with docusign.

 

Now the next step is to get it to automatically go into docusign, instead of having to save and load it manually.  I know this is possible since Conga does it.  But I'm not going to pay a couple of grand a year for something I can code myself.

 

Thanks,
5 answers
  1. Swaraj Behera
    Jun 14, 2016, 12:06 PM
     HI Mathew,

    Please create a button with a controller for logic to add attachments.

            Attachment attach = new Attachment();

            attach.Body = pdfBlob;

            attach.Name =  'Contract.pdf';

            attach.IsPrivate = false;

            attach.ParentId = objectname.Id;

    Asssign you pdfblob.

          

    where you can add your contract attachment in the object where you have implemeted your docusign.

    After attaching it will be added to you object related list.After clicking send with docusign button you will get the attchments automatically.
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