# Configure E-Signature Template

S-Sign allows you to add e-signature capabilities to your S-Docs template. To set this up, you typically need two templates:

1. **An HTML Template**: Functions as the body of the signature request email.
2. **A PDF Template**: The actual document that requires a signature.

This page will progress the end user through **configuring the S-Sign Enabled PDF Template**

***

### 1. Enabling S-Sign on Your Templates

Before you can use S-Sign features, you must manually enable the functionality for the PDF template.

#### How to Access:

* Open your S-Docs Template record.
* Click the Template Editor button.
* Navigate to the Advanced Options tab.

#### Action:

* **Enable S-Sign: Check the Enable S-Sign checkbox**
* *Note:* Once checked on a PDF template, a new S-Sign panel will appear on the left side of the Template Editor.

***

### 3. Configuring the PDF Document Template

The PDF template contains the actual fields (signatures, dates, text boxes) that the signer will interact with.

#### The S-Sign Sidebar Menu

Once S-Sign is enabled for a PDF, a sidebar appears with three primary menus:

**A. Signer Profiles**

* How to Access: Click the Signer Profiles tab in the S-Sign sidebar.
* What it does: Defines *who* needs to sign. You can set:
  * Email Address: The recipient's email (supports merge fields like `{{!Opportunity.Owner.Email}}`).
  * Signing Order: Determines if signers must sign in a specific sequence (e.g., Signer 1 must finish before Signer 2 receives the email).
  * Verification Type: Choose between "Email PIN" (2-factor auth) or "None."
* More Information can be found on [Define Signer Profile & Routing](https://github.com/kvantiem-sdocs/Quick-Start-Documentation/blob/main/tutorials/template-configuration-fields-profiles-settings/define-signer-profile-and-routing/README.md)

**B. S-Sign Field Types**

* How to Access: Click the S-Sign Field Types tab.
* What it does: Allows you to drag or copy tags for different input types into your document.
* Key Fields:
  * Signature: The core field that opens the signature pad.
  * Initials: A smaller box for initials.
  * Checkboxes: Can be grouped for "Select at least X" logic.
  * Date: Automatically captures the date of signing.
  * Text/Picklist: For collecting additional data from the signer.
* More Information can be found on [Customize S-Sign Fields and Inputs](https://github.com/kvantiem-sdocs/Quick-Start-Documentation/blob/main/tutorials/template-configuration-fields-profiles-settings/customize-s-sign-fields-and-inputs.md)

**C. S-Sign Template Settings**

* How to Access: Click the S-Sign Template Settings tab.
* What it does: Controls global behavior for this specific document.
* More information can be found on the [Customize Template & Signer Settings](https://github.com/kvantiem-sdocs/Quick-Start-Documentation/blob/main/tutorials/template-configuration-fields-profiles-settings/customize-template-and-signer-settings.md) or the [S-Sign Notifications (Settings)](https://github.com/kvantiem-sdocs/Quick-Start-Documentation/blob/main/tutorials/automation-and-envelope-lifecycle/automate-post-signing-actions/s-sign-notifications-settings.md)

***

#### Pro-Tip: Testing Your Template

Always use the S-Docs Button on a sample record to generate the documents. Select both the HTML and PDF templates. If configured correctly, S-Docs will present the "Send S-Sign Request" page where you can verify the recipient's email before firing off the request.

***

### 📧 Configuring the HTML Template

The HTML template serves as the outbound email sent to the signer.

1. Open the Template: Navigate to the S-Docs Template Editor for your specific HTML template.
2. Enable S-Sign:
   * Click on the Advanced Options tab.
   * Check the Enable S-Sign checkbox.
3. Insert the Sign Link:
   * Go to the Template Body tab and click the Source button.
   * Paste the following HTML code where you want the "Sign Here" link to appear:

     HTML

     ```
     <a href="[[SIGN_LINK]]" target="_blank">Click Here to Sign</a>
     ```
   * *Note:* `[[SIGN_LINK]]` is a merge field that automatically generates the unique signing URL for the recipient.
4. Optional Merge Fields: You can use `[[DOCUMENT_NAME]]` within the email body to dynamically display the name of the PDF document being sent.
5. Save: Click Save to apply changes.

***

### 📄 Configuring the PDF Template

The PDF template is the actual document that will contain the signature fields and other data capture points.

1. Open the Template: Navigate to the S-Docs Template Editor for your PDF template.
2. Enable S-Sign:
   * Click on the Advanced Options tab.
   * Check the Enable S-Sign checkbox.
3. Access S-Sign Fields:
   * Once enabled, an S-Sign panel will appear on the left side of the Template Editor.
4. Insert Signature/Input Fields:
   * Use the dropdown menu in the S-Sign panel to select a field type (e.g., Signature, Initials, Text, Checkbox, Date, or Picklist).
   * Copy the generated field tag and paste it directly into the template body where you want the field to appear.
   * *Example:* Placing the tag after "Please Sign Here:" will create a signature box at that exact location in the generated document.
5. Save: Click Save to apply changes.

***

### 🛠️ Legacy Instructions

*Use these instructions only if you are using an older version of S-Sign.*

1. HTML Template:
   * In Advanced Options, set the E-Sign Vendor dropdown to SSIGN.
   * In the Source page, use the tag: `<a href="[[[SIGNLINK]]]" target="_blank">Click Here to Sign</a>`.
   * Use `[[[DOCUMENTNAME]]]` to display the document name.
2. PDF Template:
   * Place the merge field `[[[SIGNATURE]]]` wherever the signature is required.
   * *Note:* The recipient signs once, and all instances of this tag are replaced with the same signature image.

***

### 💡 Important Notes

* In-Person Signing: If you are using S-Sign for in-person signing, the HTML email template is not required.
* Two-Part Requirement: Remember that an e-signature request will only work if both the HTML email and the PDF document are S-Sign enabled.


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