Introduction
The S-Sign Custom Settings is a List Custom Settings record that can be used to modify S-Sign's functionality. This article explains how to locate the S-Sign Custom Settings and each field's functionality.
Locate S-Sign Custom Settings
From the Setup menu, type "Custom Settings" into the Quick Find bar, then click Custom Settings in the dropdown menu. Then, locate the SSignSettings record and click Manage.
If no record exists, click New. Otherwise, click Edit to open and modify the S-Sign Custom Settings record.
S-Sign Custom Settings Fields
The S-Sign Custom Settings appears as follows. Refer to the table below the image for each field's functionality and accepted values.
Function:
Adds a Make this template a Zero Click Signature Process checkbox to the S-Sign Template Settings.
Documents generated and sent for signature via templates with this setting enabled will be auto-signed (via text-to-signature) & submitted when the signature request link is clicked
Adds a Make this template a Zero Click Signature Process checkbox to the S-Sign Template Settings.
Documents generated and sent for signature via templates with this setting enabled will be auto-signed (via text-to-signature) & submitted when the signature request link is clicked
Values:
Checked to enable
Checked to enable
Warning: This setting bypasses the S-Sign Consent screen and is not recommended for general use. Consult S-Docs Support for more information.
Function:
Replaces the S-Sign logo with a custom image during the signature process (including the S-Sign Consent screen and the S-Sign toolbar that appears at the top of the screen on signable documents)
Replaces the S-Sign logo with a custom image during the signature process (including the S-Sign Consent screen and the S-Sign toolbar that appears at the top of the screen on signable documents)
Values:
Logo image URL
Logo image URL
Note: You can also set this option on the S-Sign Setup Page
Function:
Prevents signers from using the text-to-signature feature, requiring them to draw their signature
Prevents signers from using the text-to-signature feature, requiring them to draw their signature
Values:
Checked to enable
Checked to enable
Note: You can also set this option on the S-Sign Setup Page
Function:
Prevents S-Sign Envelopes from being linked to the base record
Prevents S-Sign Envelopes from being linked to the base record
Values:
Checked to enable
Checked to enable
Function:
Inserts the signed document with the audit trail as an attachment on the S-Sign Envelope Document record, and then saves a cloned version of the attachment to the base record
By default, the signed document with the audit trail is saved as a Salesforce file on the S-Sign Envelope Document record, and then linked to the base record using ContentDocumentLink.
Inserts the signed document with the audit trail as an attachment on the S-Sign Envelope Document record, and then saves a cloned version of the attachment to the base record
By default, the signed document with the audit trail is saved as a Salesforce file on the S-Sign Envelope Document record, and then linked to the base record using ContentDocumentLink.
Values:
Checked to enable
Checked to enable
Note: You can also set this option on the S-Sign Setup Page
Function:
Creates Contact records (if none exist) for all signer profiles associated with an S-Sign Envelope Document record, whenever the S-Sign Envelope Document record is created or updated
Creates Contact records (if none exist) for all signer profiles associated with an S-Sign Envelope Document record, whenever the S-Sign Envelope Document record is created or updated
Values:
Checked to enable
Checked to enable
Function:
Displays Envelope Document records by default on the S-Sign View My Requests page
Displays Envelope Document records by default on the S-Sign View My Requests page
Values:
Checked to Enable
Checked to Enable
Function:
Sets the From email address for all S-Sign notification emails (e.g. confirmation, expiration, reminders)
Sets the From email address for all S-Sign notification emails (e.g. confirmation, expiration, reminders)
Values:
Organization-Wide email address
Organization-Wide email address
Note: You can select an org-wide address from a picklist on the S-Sign Setup Page
Function:
Sets the number of records displayed by default on the S-Sign View My Requests page
Sets the number of records displayed by default on the S-Sign View My Requests page
Values:
Number of envelopes to display
Number of envelopes to display
Function:
Opens all Sign In Person requests made in a Community (Experience Cloud site) in a new tab
Opens all Sign In Person requests made in a Community (Experience Cloud site) in a new tab
Values:
Checked to enable
Checked to enable
Note: You can also set this option on the S-Sign Setup Page
Function:
Sets the Reply-To email address for all S-Sign emails
If left blank, the Reply-To email address for all S-Sign emails will be automatically set to the email of the user sending the request
Sets the Reply-To email address for all S-Sign emails
If left blank, the Reply-To email address for all S-Sign emails will be automatically set to the email of the user sending the request
Values:
Any valid email address
Any valid email address
Note: You can also set this option on the S-Sign Setup Page
Function:
Saves all confirmation emails as Activities on the base record
Saves all confirmation emails as Activities on the base record
Values:
Checked to enable
Checked to enable
Note: All signers must have associated Contact records for this setting to function properly.
You can enable setting 9 on this page to automatically create contact records for any signers without them.
You can enable setting 9 on this page to automatically create contact records for any signers without them.
Function:
Displays the S-Sign Audit Trail to each person who signs a document. For example, signer 2 will receive the document with an audit trail that includes details from signer 1, signer 3 will receive the document with an audit trail that includes details from signers 1 and 2, and so on
By default, the audit trail is only appended to the signed document after all signers have signed
Displays the S-Sign Audit Trail to each person who signs a document. For example, signer 2 will receive the document with an audit trail that includes details from signer 1, signer 3 will receive the document with an audit trail that includes details from signers 1 and 2, and so on
By default, the audit trail is only appended to the signed document after all signers have signed
Values:
Checked to enable
Checked to enable
Note: You can also set this option on the S-Sign Setup Page
Function:
Passes your S-Sign Site URL to S-Sign
Passes your S-Sign Site URL to S-Sign
Values:
Site URL of the Salesforce site that you created during the initial configuration of S-Sign.
Site URL of the Salesforce site that you created during the initial configuration of S-Sign.
Note: This field is normally auto-populated with the Site URL entered into the S-Sign Site URL field on the S-Sign Setup page
Function:
Allows you to use a custom permission set for the S-Sign Site Guest User in place of the permission set that is automatically assigned when you click Set Site Info & Assign Permissions on the S-Sign Setup Page.
Allows you to use a custom permission set for the S-Sign Site Guest User in place of the permission set that is automatically assigned when you click Set Site Info & Assign Permissions on the S-Sign Setup Page.
Values:
Checked to enable
Checked to enable
Note: You can also set this option on the S-Sign Setup Page
Function:
Adds the signer's name and date of signature below the signature image on the final document (by default, only the signature image will appear on the final document)
Adds the signer's name and date of signature below the signature image on the final document (by default, only the signature image will appear on the final document)
Values:
Checked to enable
Checked to enable
Note: You can also set this option on the S-Sign Setup Page
Function:
Sets a default font for the text-to-signature feature
Sets a default font for the text-to-signature feature
Values:
One of the supported text-to-signature fonts, including:
One of the supported text-to-signature fonts, including:
- Aguafina Script
- Alex Brush
- Allura
- Arizonia
- Dynalight
- Felipa
- Great Vibes
- Homemade Apple
- La Belle Aurore
- Meddon
- Mr Dafoe
- Parisienne
- Petit Formal Script
- Pinyon Script
- Playball
- Qwigley
- Rochester
Note: You can preview these fonts & select one from a picklist on the S-Sign Setup page.
Function:
Sets the Reply-To address for all S-Sign emails to the requester's email address
Sets the Reply-To address for all S-Sign emails to the requester's email address
Values:
Checked to enable
Checked to enable
Note: You can also set this option on the S-Sign Setup Page
Function:
Replaces "Sign Here" square signature inputs with legacy "Sign Here" arrows
Replaces "Sign Here" square signature inputs with legacy "Sign Here" arrows
Values:
Checked to enable
Checked to enable
Note: This setting is only available on S-Sign 2.242+
Note 2: You can also set this option on the S-Sign Setup Page
Note 2: You can also set this option on the S-Sign Setup Page
Function:
Abbreviates Text-to-Signature initial inputs by default (if John Smith is typed into the input box, the initials displayed will be J.S.)
Abbreviates Text-to-Signature initial inputs by default (if John Smith is typed into the input box, the initials displayed will be J.S.)
Values:
Checked to enable
Checked to enable
Note: This setting is only available on S-Sign 2.255+
Note 2: You can also set this option on the S-Sign Setup Page
Note 2: You can also set this option on the S-Sign Setup Page
Function:
Render a simple S-Sign graphic with the signature image to add an additional level of authority to accompany timestamps.
Render a simple S-Sign graphic with the signature image to add an additional level of authority to accompany timestamps.
Values:
Checked to enable
Checked to enable
Function:
Allows you to define a URL to point signers to documentation disclosing company policies on collection and use of electronic signatures.
Allows you to define a URL to point signers to documentation disclosing company policies on collection and use of electronic signatures.
Values:
Disclosure Documentation URL
Disclosure Documentation URL
Note: You can also set this option on the S-Sign Setup Page