Configure Signature Request Email Template

This guide provides a comprehensive overview of how to create and configure S-Sign enabled HTML templates for S-Docs.

In the S-Sign ecosystem, a signature request typically requires two distinct S-Docs templates: a PDF template (the document to be signed) and an HTML template (the body of the email sent to the signer).

The HTML template acts as the delivery vehicle for your signature request. Follow the steps below to configure it correctly.

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🛠️ Step 1: Enable S-Sign for the HTML Template

Before the HTML template can function as a signature request email, you must explicitly enable the S-Sign functionality within the template settings.

1. Open your HTML Template in the S-Docs Template Editor.
2. Navigate to the Advanced Options tab.
3. Locate and check the Enable S-Sign checkbox.

   • Note for Legacy Users: If you are using an older version, you may need to select "SSIGN" from the E-Sign Vendor dropdown menu instead.

Email recipients come from S-Sign profiles

Once you enable S-Sign on the HTML template, the To field no longer appears in the Email Settings tab.

S-Sign uses signer profiles to decide who receives the signature request email. If you need to change recipients, update the signer profiles instead of the HTML template email settings.

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🔗 Step 2: Insert the Signature Link

The most critical element of the HTML template is the [[SIGN_LINK]] merge field. This field dynamically generates the unique URL that takes your recipient to the secure signing portal.

Action: Adding the Link to the Source

To ensure the link is clickable and professional, you should embed it in an HTML anchor tag.

1. In the Template Editor, click the Source button to view the HTML code.
2. Paste the following code where you want the "Sign" button or link to appear:

   HTML

   <a href="[[SIGN_LINK]]" target="_blank" style="background-color: #0070d2; color: white; padding: 10px 20px; text-decoration: none; border-radius: 4px;">
       Click Here to Sign
   </a>

3. Explanation of the Field:

   • [[SIGN_LINK]]: This is the S-Sign merge field. When the email is sent, S-Sign replaces this tag with a unique, encrypted URL specific to that signer and document.

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💡 Key Functionality & Tips

Feature	Description
Purpose	The HTML template defines exactly what the signer sees in their inbox. It should provide context for why they are receiving the document.
In-Person Signing	If you are using S-Sign for In-Person Signing, an HTML email template is not required, as the signer will interact with the document directly on your device.
Branding	Because this is an HTML template, you can use standard HTML/CSS to include your company logo, brand colors, and professional signatures to increase trust.
Merge Fields	You can include standard Salesforce merge fields (like {{!Account.Name}}) alongside the S-Sign link to personalize the email.