January 12, 2021
Why Insurance Companies Should Invest in Document Automation in 2021
It’s January: Enter leftover champagne, unbroken New Year’s resolutions, and a slew of facts and…
Read More
December 31, 2020
3 Benefits of E-Signatures for Your Business
Business moves fast and losing momentum during a transaction can slow the closing of a…
Read More
November 12, 2020
Using Custom S-Sign Email Notification Templates
In this Article: Introduction Configuration Edit Object Permissions on the S-Sign Site Profile Create A…
Read More
March 6, 2020
S-Sign Signer Profiles
In This Article: Locate The Signer Profiles Menu Signer Profile Settings Whether you're sending documents…
Read More
December 6, 2019
S-Sign Field Types
In This Article: Signature Fields Text Fields Checkbox Fields Initials Fields Date Fields Picklist Fields…
Read More
December 5, 2019
S-Sign Template Settings
In this Article: Locate the S-Sign Template Settings General S-Sign Template Settings S-Sign Notification Settings…
Read More
October 4, 2019
S-Sign User Guide – Salesforce Lightning
In This Article: Tutorial Video Sending the E-Signature Request What the Signer Will See Behind…
Read More
August 7, 2019
Text to Signature
In This Article: Introduction Use The Text-To-Signature Feature Introduction If you're not using a tablet…
Read More
July 15, 2019
Using S-Sign in Person
In This Article: Introduction Generate An In-Person S-Sign Request What The Signer Sees Introduction If…
Read More
June 13, 2019
Creating S-Sign-Enabled Templates for S-Docs
In This Article: Introduction Configuring the HTML Template Configuring the PDF Template Legacy Instructions Introduction…
Read More