How can we automatically save the signed PDF into the Salesforce Files section after a document is signed?

Published on October 3, 2026 DRTE

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:

1. Field API Name: pscdnyrichtext__Signed_Document__c
2. Object API Name: pscdnyrichtext__ESignature_Log__c

Knowledge Article Number: KA-00437