S-Sign Go (Beta)

Introduction

S-Sign Go is a fast, easy way to request e-signatures in Salesforce. It allows you to upload and send any document for e-signature, and does not require any premade S-Docs templates.

This article explains how to access and use S-Sign Go.

Access S-Sign Go

The S-Sign Go interface can be accessed via custom URL button. Create and place your button(s) on the object(s) of your choosing. In this example, we'll create a button for the Opportunity object.

From the Setup menu, navigate to the Object Manager and find your object.

Navigate to the Buttons, Links, and Actions tab and click New Button or Link.

Enter the following values. Be sure to replace "Object" with your object's API name.

Label: Choose Any Name
Name: Choose Any Name
Display Type: Detail Page Button
Behavior: Display in existing window without sidebar or header
Content Source: URL
Button URL:

{!URLFOR('/apex/SSIGN__SSCreateRequest1', null, [baseRecordId=Object.Id])}

Click Save. Then, navigate to the Page Layouts tab and click Edit for the appropriate page layout.

In the layout editor, navigate to the Mobile & Lightning Actions tab, find your S-Sign Go button, and drag it into the Salesforce Mobile and Lightning Experience Actions section. Then, click Save.

Use S-Sign Go

To quickly upload and send documents for e-signature, click the S-Sign Go button on your object record.

The S-Sign Go interface appears as follows.

[1] The S-Sign Go navigation menu appears at the top of every screen. [2] The numbers in the middle of the menu indicate which step you're currently on. Click any number to move through the process. [3] You can also click Back and Next to move between the steps.

You can optionally rename the S-Sign Envelope by clicking "Untitled Envelope" (under the S-Sign Request Signature header) to type. You can also click the X on the left of the navigation menu to delete this S-Sign request and return to the object record.

Upload Documents

[1] Upload any PDF from your local device by selecting Upload From Computer and [2] clicking Browse your computer. Any documents selected will be [3] automatically added to the Documents to be sent column.

[4] You can also click Select From Salesforce to select any Salesforce Files related to the base record. Drag files into the Documents to be sent column to add them to the S-Sign request.

Click Next to move to the next step.

Note: Documents are sent for e-signature in the order that they are added to the Documents to be sent column. Ensure you add documents in the order you require them to be sent for signature.

Add Recipients

[1] Click Add a recipient to add a new signer. [2] Enter the signer's name and email, then [3] choose whether the signer should sign via email or in person.

Note: All Signs in Person signers must sign before Signs via Email signers.

[4] Toggle email identity verification on or off for this signer. When Require PIN is checked, the signer must enter an emailed code to access the document. We recommend keeping this option checked.

[5] Re-order signers by clicking the six dots on the left of a signer row and dragging.

You can also easily insert yourself as a recipient by clicking Add myself as a recipient in the top right.

Click Next to move to the next step.

Add Fields

[1] Choose a document to tag from the menu on the right. [2] Choose your signer and [3] drag and drop input fields onto the document for that signer. Field color corresponds to the signer profile color.

You can also [4] click a field to open the Field Settings menu on the right, which allows you to change which signer the field is assigned to, set whether or not the field is required, and delete the field.

You can also resize signature and initials fields by clicking and dragging near the edge of the input box.

Click Next to move to the next step.

Review & Send Document

The last step is to review your email message and send your documents for signature.

[1] The Compose Message tab allows you to configure your S-Sign request's email settings. You can use the default email template provided or choose your own from the Email Template picklist, which displays all S-Sign-enabled S-Docs email templates related to the base record. The selected email template will be displayed within the Email Message editor.

Note: Switching to a new email template will delete edits made to the previously selected email template.

The Sender field allows you to set the email From address as the logged-in user or an org-wide address. The Subject and CC fields can be configured here as well.

To preview your email message, [2] click Preview message at the bottom of the page, or select the Preview Message tab at the top. Note that S-Sign automatically adds a Click Here to Sign button at the bottom of the email that links recipients to the documents for signature.

Note: If all signers are signing in person, the email options on this page will be removed and the Send button will be replaced with a Sign button that links signers to the document for signature.

Before sending your S-Sign request, you can also review the sidebar on the right for [1] an overview of the documents being sent and [2] the signers included in the request. Click the Edit link in either of these sections to move back to that step. Any edits made to your email message will be saved.

Click Send to send your S-Sign request for e-signature. At this point, you can track your S-Sign request in Salesforce like normal. That's all there is to it!

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