Configuring S-Docs e-Signature

Configure the S-Docs e-Signature signer interface as a Salesforce digital experience

Setting up a S-Docs e-Signature Signer User Interface (UI) in your Salesforce Experience Cloud site involves several simple steps. This guide will walk you through each step to ensure a smooth setup. Follow the instructions below to configure your email notification capabilities, signer site, add the necessary components, and grant the required permissions for signers to access the S-Docs e-Signature experience.

Signer User Interface configuration

Create a digital experience site

1. Navigate to Salesforce Setup
2. Search for Sites: In the Quick Find box, type Sites
   • Navigate to Digital Experiences > All Sites
3. Create a New Site: Click on New
   • Select: Build Your Own (Aura)
   • Add Name: service
   • Add URL Field: service
4. Click Create

Add the SignerUI Page

1. In the Service site dashboard, select Builder
2. Add a New Page: From the dropdown menu click on New Page 

Select New Blank Page > Standard Page

Select: 1 full-column width

3. Click Next
4. Configure the page name and URL
   • Name: signerUI
   • URL: signerui (this field will populate automatically once the name is entered)
   • (Optional) API Name: signerUI an API Name will generate automatically if none is specified)
5. Click Create

Add the S-Docs e-Signature component to the SignerUI page

1. From the SignerUI page builder, click on the Components menu
2. Add Component:
   • Navigate to Custom Components
   • Drag and drop the e-Signature Signer Experience to the Content Header Section
   • Click on the component on the builder canvas to activate options and enter the following values
     • Height of the signing window: 1000
     • Site Prefix for Experience: service (or the name used in the Create a New Site configuration)

Enable Guest User Access

1. From the SignerUI page builder, click on the Settings menu
2. Confirm the Site Title is set to service (or the name used in the Create a New Site configuration)
3. Under Public Access, select the checkbox next to Guest users can see and interact with the site without logging in

Add Signer permission set to the Guest User

Salesforce will automatically create a service Site Guest User upon publishing the site.

1. In the global search bar in settings, search for Site Guest User 
2. Select service Site Guest User from the list to access the user setup.
3. In the service Site Guest User setup:
   • Scroll to Permission Set Assignments
   • Click Edit Assignments
   • Add the S-Docs e-Signature Signer to the Enabled Permission Sets Column
   • Click Save
4. Navigate to internal users responsible for requesting signatures and assign the S-Docs e-Signature Requester permission set.

Configure org-wide email address for notifications

1. Search for Org-Wide Addresses in the Setup quick search
2. Add a new org-wide email address and follow the verification process. Complete the verification steps sent to the email address.

Assign org-wide email address to Guest User record

1. Navigate to the service Site Guest User record in Salesforce.
2. Add the verified org-wide email address to the guest user record.
3. Click Save to finalize the configuration.

Configure metadata types for e-Signature experience site

1. Navigate to Setup > Custom Metadata Types
2. Click Manage Records for Configuration
3. Click Edit for E_Signature_From_Address
   • Enter the ID of the org-wide email address configured for S-Docs e-Signature in Value
   • Click Save
4. Click Edit for Experience_Site
   • Enter the site name (e.g.: service) in Value
   • Click Save
5. Click Edit for Signing_Page
   • Enter the page name (e.g.: signerui) that was configured for the Experience Cloud Site Signing LWC in Value
   • Click Save

Congratulations! You have successfully set up an S-Docs e-Signature Experience as a Salesforce Digital Experience site! This basic setup will allow you to efficiently manage signer interactions within your Salesforce environment.