Show the PDF in a Flow before the signature

Last updated 9 Oct 2026

Paid version only. These steps do not count in the setup progress.

This screen Flow makes the Signature first. It waits for the PDF from a Google Docs template and shows it. Then it shows the form. The example starts from a Lead.

1. Make a new Screen Flow.

   Do it the same way as in step 1 of Take signatures in a Flow.

2. Make a variable named recordId.

   Click the Toolbox icon. Click Manager, then New Resource. Pick Variable. In API Name, type recordId, with exactly this case. Pick Text as the Data Type. Tick Available for input and Available for output. Click Done.

3. Add a Get Records element for the Lead.

   Click the + on the line. Click Get Records. Type a Label. Pick Lead as the object. Add one filter: Lead ID Equals recordId. Leave the other settings as they are.

4. Add a screen that tells the user what happens.

   Add a Screen. Type a Label. Drag Display Text onto it. Type an API Name for it, for example IntroText. Type the text, for example We are making your document. Then you can read it and sign.

5. Add a Create Records element for the Signature.

   Type a Label. Pick Manually for how to set the field values. It starts on another choice. Pick ß Signature as the object. A search for Signature can show other objects first. Click Add Field for each row:

   Field	Value
   Lead	The variable recordId.
   Experience ID	Your Experience ID.
   First Name, Last Name, Email	The matching Lead fields, from the Get Records element.
   Attach PDF?	{!$GlobalConstant.True}
   Embed PDF?	{!$GlobalConstant.True}
   Status	Requested
   Templates	The ID of your template, the same as in the experience.
   Send Type	None

   To also save the PDF on the Lead and email it, add Attach PDF to Parent? and Email PDF? with {!$GlobalConstant.True}.

6. Add a screen with Simple Signature Wait.

   Add a Screen. Type a Label. Drag Simple Signature Wait onto it. Fill in its settings:

   Setting	Value
   API Name	A name, for example WaitPreview.
   Signature Id	Pick the Create Records element, then Record ID.
   Step Id	Leave it empty. It serves signatures with steps.
   Type	Preview. Final waits for the signed PDF instead.

7. Add a screen with Simple Signature Preview. This step is optional.

   Add a Screen. Drag Simple Signature Preview onto it. In FileId, pick the Wait element, then fileId. Click Done.

8. Add a screen with Simple Signature Form.

   Add a Screen. Open Configure Footer and untick Show Footer. Drag Simple Signature Form onto it. Fill in its settings:

   Setting	Value
   Experience ID	Your Experience ID.
   Parent ID	The variable recordId.
   Other Parameters	Type id= and the ID of the record from the Create Records element, for example id={!Create_Signature.Id}. Without it, the Flow makes a second Signature.
   Style	Optional.

   To show the PDF above the form, add &showattachmentid= and the fileId of the Wait element, for example id={!Create_Signature.Id}&showattachmentid={!WaitPreview.fileId}.

9. Show the signed PDF too, if you want.

   Repeat steps 6 and 7 after the form, with Final as the Type.

10. Save the Flow. Activate it.

    

11. Make a Flow action on Lead. Add it to the page layout.

    Open Object Manager. Click Lead, then Buttons, Links, and Actions. Click New Action. Pick Flow as the Action Type. Pick your Flow. Type a Label. Click Save.

    Add the action to the Lead page layout, the same way as in step 5 of Send a signature request.

12. Open a test Lead. Start the Flow from the action.

    The Flow does not run from Flow Builder. Start it from a Lead in Lightning Experience.

    The Flow makes the Signature and waits for the PDF. A spinner shows while it waits, for up to a minute. Then the PDF shows. Click Next. If the first click only zooms the PDF, click Next again.

    With Require eSignature Agreement on, the agreement window opens before the form.

    

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