Navigate to the S-Sign Setup Page
The S-Sign Setup page provides you with a number of administrative configuration options for S-Sign, including licensing information and Salesforce site configuration. This article will go over each setting on this page. For more information on S-Sign template-level configurations, please view the S-Sign Template Settings.
If you are using S-Docs 4.381+, the S-Sign Setup page can be accessed through the S-Docs Setup page (App Launcher > S-Docs Setup > Go to S-Sign Setup Page).
If you are using a version of S-Docs below 4.381, the S-Sign Setup page can be accessed through one of the following links:
[Production]: https://login.salesforce.com/apex/SSIGN__SSConfig
[Sandbox]: https://test.salesforce.com/apex/SSIGN__SSConfig
The S-Sign Setup page appears as follows:
S-Sign Licensing Page
The first section of the S-Sign Setup page is where your S-Sign license key data is housed, as well as where you assign/remove licenses from your users. Click Go To S-Sign License Page to be routed to the S-Sign license page, which is shown below.
The S-Sign license page allows you to:
[1] Enter your license key for the first time, or update your license key
[2] View your org's license information, including the expiration date, total license count, and how many licenses have been used
[3] View which users have been assigned licenses, as well as remove them
[4] Assign licenses to additional users in your org
For more information about assigning S-Sign licenses, click here.
S-Sign Configurations
The S-Sign Configurations section appears as follows:
This section allows you to:
[1 & 2] Provide S-Sign with the Site Label and Site URL of the Salesforce site that you created during the initial configuration of S-Sign. These fields are automatically populated with this information when you create your S-Sign site, but you should still copy and paste your Site Label and Site URL here to ensure that they match. Click here for more information about ensuring that these values are correct.
[3] Confirm your Salesforce Site information and assign the S-Sign Guest User permission set. This is all completed in the background when you click the button.
[4] Enable reminder and expiration emails for your e-signature requests (these are disabled by default). You can configure expiration and reminder settings at the template level within the S-Sign template settings menu.
[5] Assign an S-Sign license to your S-Sign Internal User, if one has not already been assigned. Learn more about the S-Sign Internal User here.
S-Sign Custom Settings
The S-Sign Custom Settings section appears as follows:
This section allows you to:
[1] Display the S-Sign Audit Trail to each person who signs a document. By default, the audit trail is appended to the signed document after all signers have signed. Checking this box will display the audit trail throughout the signing process. 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.
[2] When using S-Sign with Salesforce Communities, open all Sign In Person requests in a new tab
[3] Select an org-wide email address as your email alias for all S-Sign notification emails.
[4] Insert the signed document with the audit trail as an attachment on your 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. This option will save the document as an attachment on the S-Sign Envelope Document record, and then save a cloned version of the attachment to the base record.
[5] Prevent signers from using the text-to-signature feature. This will require them to draw their signature.
[6] Replace "Sign Here" square signature inputs with legacy "Sign Here" arrows
[7] Abbreviate Text-to-Signature initial inputs by default (if John Smith is typed into the input box, the initials displayed will be J.S.)
[8] Use a custom logo. Replace the S-Sign logo with your organization's logo/branding throughout the signing process (including the S-Sign Consent screen and the S-Sign toolbar that appears at the top of the screen when users are signing a document).
[9] Specify the reply-to email address for all S-Sign emails. This field accepts any valid email address. 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.
[10] Use the email address of the user requesting an e-signature as the reply-to email address
[11] Add the signer's name and date of signature below the signature image on the final document, as shown in the following image (by default, only the signature image will appear on the final document)
[12] 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 in the S-Sign Configurations section of this page.
[13] Select a default font to use for for the text-to-signature feature.
Assign S-Docs License To Site Guest User
This section allows you to assign an S-Sign license to the S-Sign Site Guest User.
For more information about configuring and customizing S-Sign, please visit the Creating & Managing S-Sign Templates section of the S-Sign knowledge base.
Advanced S-Sign Settings
There are a few S-Sign Settings that are hidden by default.
To access Advanced S-Sign Settings, switch to Salesforce Classic and navigate to the S-Sign Setup page. Then, append the following to the URL:
?showAdvancedSSignSettings=true
Most S-Sign Advanced Settings are not relevant to most users.
However, you can check Prevent auto-download upon S-Sign Document Preview to toggle whether document preview links on S-Sign Envelope Document records (View Original Document and View Signed Document) should auto-download the document or open it in a new tab.
By default, clicking these links with download the document to your local device. Checking the Prevent auto-download upon S-Sign Document Preview checkbox will cause these links to open the document in a new browser tab.
Tags: Access/Permissions, Installation