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Add Vlocity Actions To Record Pages
You can add the following Vlocity actions to record pages to help with your workflow.
Vlocity Action | Description |
|---|---|
Send for eSignature (Generic) |
Launches the GenericDocuSign/sendEsignature Omniscript. |
Update Envelope Status (Generic) |
Updates the status of the Generic Envelope Status on-demand. Or, you can wait for the scheduled job to query DocuSign if the eSignature was signed or declined by signers. |
Revoke eSignature (Generic) |
Voids all the DocuSign envelopes previously sent for that specific object. |
- Using the App Launcher, open Vlocity Actions.
- Select the Vlocity Action that you want to add and click Edit.
- In the Applicable Type, select the record page to which you want to add the Vlocity action and move it into the Chosen column.
- Click Save.
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