How can we automatically save the signed PDF into the Salesforce Files section after a document is signed?
Published on October 3, 2026 DRTE
Automatically Generate and Save the Signed PDF to Files with a Record-Triggered Flow
Build an After-Insert Record-Triggered Flow on the E Signature Log record using a scheduled path. Within the flow, use the managed package action to generate and save the PDF to Files automatically. Use an assignment variable to pass the Record ID into the action, using the following properties.
In short: an After-Insert flow on E Signature Log, running on a scheduled path, calls the DRTE managed package action to create the signed PDF and save it to Files. |
Flow Configuration
| Flow Setting | Value |
|---|---|
| Flow Type | After-Insert Record-Triggered Flow |
| Object | E Signature Log |
| Execution Path | Scheduled path |
| Action | Managed package action to generate and save the PDF to Files automatically |
| Input | Use an assignment variable to pass the Record ID into the action |
Action properties:
- Field API Name:
pscdnyrichtext__Signed_Document__c - Object API Name:
pscdnyrichtext__ESignature_Log__c
Note: the Record ID you pass into the action must be the E Signature Log record, and the API names above must match exactly, including the |
Knowledge Article Number: KA-00437