How to Add Digital Signature in Salesforce Documents?

Few simple steps to add digital signatures in salesforce documents:

1. Step 1:

   Identify a File or attachment or PDF (visualforce page render As PDF) which needs to be digitally signed by single or multiple users. Once it is identified, then use below line of code to convert the blob into base64.

   String FileData = EncodingUtil.base64Encode(<< blob Content >>);

   Various ways to get blob content:

   1. If using visual-force page for pdf creation, then use below lines of code:PageReference pageRef = new PageReference(‘/apex/ServiceReportPDF’);Blob pdfBlob = pageRef.getContent();String pdfBase64 = EncodingUtil.base64Encode(pdfBlob);
   2. If using existing File or attachment, then query the File / AttachmentAttachment att = [Select Id, Body from Attachment limit 1]; // or add some filtersString pdfBase64 = EncodingUtil.base64Encode(att.body);
2. Step 2:

   Identify the users which needs to sign the document along with their levels or order hierarchy. Order means the sequence in which the signers will sign the document. Person with Order 2 will sign only after person with order 1 has signed.

   Let’s define the below two users which the order of signing.

   Signer Information

   Signer Name	Order	Signer Email
   Mr Harjeet	1	testmail@gmail.com
   Mr Gurleen	2	sales@ayansoftwares.com

3. Step 3:

   Need to make a secure HTTP Callout to call the KAiZEN “Initiate Sign API” request as per the below details:

   HTTP Request Parameters

   Paramters Name	Value
   Content-Type	application/json
   Method	POST
   Endpoint	https://fa-kaizen-prod.azurewebsites.net/api/Sign/RequestStr?code=RTa1A0GW5Yl92OF54-73lRqglLFCt_0pVcg86hWf1EjtAzFuNROcdA==
   Body	JSON Body with parameters

   Request Body Parameters

   Paramters Name	Description	Required?
   docContent	Base64 Content for the PDF File	Yes
   docName	Name of the File	Yes
   appToken	Unique Code to initiate the request	Yes
   requesterEmail	Email address of the person initiating the request	Yes
   requesterName	Name of the person initiating the request	Yes
   description	Describes the document	NO
   signers	An array of the signers who needs to sign the document in the pre-defined order.	Yes
   CallBackURL	CallbackURL defines the url on which the KAiZEN should send a response once all the signers signs the document. It can be webservice url of Salesforce or any external page. Eg: https://duumy.my.salesforce- sites.com/services/apexrest/KaizenCallbackURL/	No
   docDescription	Describes the document	No

   Sample HTTP Request:
   HttpRequest request = new HttpRequest();
   request.setEndpoint( << Initiate Sign Endpoint URL >> );
   request.setMethod(‘POST’);
   request.setHeader(‘Content-Type’, ‘application/json’);
   request.setBody( << JSON Body as shown below >> );
   request.setTimeout(120000);

   Sample JSON Body:
   {
   “docContent”: “<< Base64 Content for the PDF File. Refer Step 1>>”,
   “docName”: “TestBase64File”,
   “appToken”: “01HQMDX-YCP019-Z2P3SX-QPSB53-8B4A3F-BC40B8-B10908-FB2FF4-A”,
   “requesterEmail”: “mishu67777@gmail.com”,
   “requesterName”: “Mohit Bansal”,
   “description”: “Sales Contract Document”,
   “signers”:[
   {
   “signerEmail”: “testmail@gmail.com”,
   “signerName”: “Mr Harjeet”,
   “order”:”1″
   {
   “signerEmail”: “sales@ayansoftwares.com”,
   “signerName”: “Mr Gurleen”,
   “order”:”2″
   },

   ],
   “CallBackURL”: “<< callback url >>
   “docDescription”: “Sales Contract Document”
   }

   Sample HTTP Response:
   {
   “FailRules”: [],
   “Data”: {
   “SignRequestId”: “01HV6MEARQD3X8ZXXX5FR3YDB8”,
   “RequestNo”: “KAiZEN-118”
   }
   }

   Once the request is submitted, it will send a response with the request Id. If the callback url is configured, it will send a signed copy of the document on the defined url, once all the signers will sign the document.

4. Step 4:

   Once the request is sent out to the signers, each signer will receive an email to sign the document in the order as defined in the request.

   Let’s see how the digital signing part works:

   1. Open the KAiZEN email request sent for e-signing.
      

      

   2. Click on the button “Click here to Sign” and it will open the document in the KAiZEN editor to sign.
      

      

   3. Requestor can define the location where signer needs to sign. It can defined in two ways:
      1. In the PDF, add a hidden text with keyword “KAIZEN1” or “KAIZEN2″ or KAIZEN3”, where KAiZEN is a hardcode keyword and number sequence is the order of the signer.
      2. Click on “+ Signature” button and it will open a popup where signer can draw or upload any signature
         

         

         

      3. Once signed, click on the submit button.
         

         

      4. In the same way, all the defined signers will sign the document. Once all the signers complete the signing, it will perform the below actions:
         • Send an individual email to all the signers with the signed document
         • Send the signed copy of the document on the callback url defined.