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.
|1. Name||Record Name||SSignSettings|
|2. Notification Email From Address||Sets the From email address for all S-Sign notification emails (e.g. confirmation, expiration, reminders)||Organization-Wide email address|
|3. Save Confirmation Emails As Activities||Saves all confirmation emails as Activities on the base record||Checked to enable|
|4. Show Audit Trail During Signing Process||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
|Checked to enable|
|5. SiteURL||Passes your S-Sign Site URL to S-Sign
|Site URL of the Salesforce site that you created during the initial configuration of S-Sign.
|6. Custom Logo URL||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)||Logo image URL|
|7. Don't Insert Audit Doc CDL||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.
|Checked to enable|
|8. Allow Zero Click Signatures||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
|Checked to enable
|9. Enable Insert Contact Trigger||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||Checked to enable|
|10. Do Not Link SSEnvelope To Record||Prevents S-Sign Envelopes from being linked to the base record||Checked to enable|
|11. Make Envelope Documents Default View||Displays Envelope Document records by default on the S-Sign View My Requests page||Checked to Enable|
|12. Number of Requests Per Page||Sets the number of records displayed by default on the S-Sign View My Requests page||Number of envelopes to display|
|13. Reply To Email||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
|Any valid email address|
|14. Disable Text To Signature||Prevents signers from using the text-to-signature feature, requiring them to draw their signature||Checked to enable|
|15. Open Community Sign In Person In New Tab||Opens all Sign In Person requests made in a Community (Experience Cloud site) in a new tab||Checked to enable|
|16. Use Custom S-Sign Guest Permission Set||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.||Checked to enable|
|17. Text To Signature Font||Sets a default font for the text-to-signature feature||One of the supported text-to-signature fonts, including:
|18. Use Requester Email For Reply To||Sets the Reply-To address for all S-Sign emails to the requester's email address||Checked to enable|
|19. Show Timestamp and Signer Name||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)||Checked to enable|
|20. Use Legacy Sign Here Arrows||Replaces "Sign Here" square signature inputs with legacy "Sign Here" arrows||Checked to enable|
|21. Abbreviate Initials By Default||Abbreviates Text-to-Signature initial inputs by default (if John Smith is typed into the input box, the initials displayed will be J.S.)||Checked to enable|