This article explains how to securely create, send, and execute documents with S-Docs e-Signature directly from your Salesforce org. In just four simple steps, users can upload premade PDFs, define recipients, configure signer inputs, and review and send documents for signatures. The S-Docs e-Signature experience also includes a real-time audit trail that tracks the progress of signature requests from draft status (pre-send) to in-flight to completion.
Accessing S-Docs e-Signature
To access S-Docs e-Signature, type S-Docs in the App Launcher search bar and select it. Then, click the dropdown from the tab and select e-Signature to launch the e-Signature experience.
In the e-Signature interface, users can access an overview of the org's entire signature request history, utilize basic search functionality, and access the option to create new requests. To initiate a new signature request, simply click the Request a Signature button.
Step 1: Adding signature documents
Upon entering the request creation flow, users are first presented with a standard file upload experience that allows for two methods of adding documents (PDFs):
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Click the Add Document button and add a PDF(s) from a local drive.
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Drag and drop PDFs directly into the interface
Once the desired PDFs are uploaded, they will be shown in a listview in the Documents panel. Users are able to reorder, edit, delete, or add more documents from this interface. They will also have access to a few read-only document statistics including file size, page count, and the number of signers configured for each signature document.
Step 2: Adding recipients
After adding documents, the requester can then add recipients (or signers) to the request envelope. To configure each recipient:
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Enter the Full Name (First and Last) into the Name field
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Enter an Email address into the Email field
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Enable or Disable PIN code verification with the toggle
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Click Save
If multiple recipients are configured for a signature request, the requester can choose between a non-sequential (default) or sequential signing order. In sequential signing, the first recipient listed in the view will receive the request first, followed by each subsequent recipient after the previous signer has completed the request. The signing order can be adjusted in the Recipients panel by dragging recipients to the desired position, similar to reordering documents in the request.
Step 3: Adding fields to signature documents
The Fields & Data panel is where requesters configure the desired fields that signers will interact with in the signing experience. In the fields menu, there are currently three options available, the basic building blocks of a compliant, legally binding signature document:
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Signature (always required)
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Date
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Text
To add a field to a document, drag and drop the desired input field to the document canvas. Please note: At least one signature field is required for each document in a request. Once the field is successfully added to the document canvas, a configuration panel automatically displays to give the requester the ability to customize their signature document further.
Configuration options vary slightly depending on the field, but each contains:
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Declarative Resizing and Positioning
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Numeric Dimension and Positioning
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Color Coded Profile Assignment
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Custom Field Labels
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Delete
Additional options include:
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Enable/Disable required response (Text and Date fields only)
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Set Current Date (Date fields only)
Step 4: Review & send a signature request
The final step in the e-Signature request process is to review the request details and prepare the distribution message. In the Review & Send panel, requesters can see the details of their request and preview the default email, which can be edited in the Email Body field. If any details are incorrect, the requester can return to previous steps by clicking the appropriate tab or by selecting Edit in the Documents or Recipients modules on the right side of the interface.
After finalizing the signature request, click the Send Documents button in the upper right corner. You will be automatically redirected to the requests list, where the request will be labeled as Sent until all signers have completed the process.