1
Lists the Salesforce document templates that are ready to generate from, filtered by Salesforce object or by words in the name, description or tags, with the values each template needs.
2
Starts a document from a template for one Salesforce record, saved to the record's Salesforce Files or to a folder, in the template's own file type or as a PDF.
3
Shows whether a document is saved and where, gives fresh links to preview or download it, and shows each signer's progress.
4
Sends a document that is waiting for approval to the signers its template names, through DocuSign.