# Customize Organization Wide Settings

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## 🛠️ S-Sign Configuration Guide

### 1. Accessing the Setup Page

Depending on your version of S-Docs, you can access the configuration page via the following routes:

* S-Docs 4.381+: App Launcher > S-Docs Setup > Click Go to S-Sign Setup Page.
* For Legacy Versions: \*

       Production: `https://login.salesforce.com/apex/SSIGN__SSConfig`

* Sandbox: `https://test.salesforce.com/apex/SSIGN__SSConfig`

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### 2. Licensing Management

The S-Sign Licensing Page section allows administrators to manage user access and view subscription health. To access the S-Sign Licensing page, navigate to App Launcher → S-Docs Setup → S-Sign Licensing.

| **Feature**     | **Description**                                                  |
| --------------- | ---------------------------------------------------------------- |
| Key Entry       | Provides access to the S-Sign License Key Page                   |
| Org Usage       | View expiration dates, total licenses, and currently used seats. |
| User Assignment | Add or remove licenses for specific Salesforce users.            |
| Internal User   | Quickly assign a license to the designated S-Sign Internal User. |

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### 3. Essential S-Sign Configurations

This section connects S-Sign to your Salesforce Site, which is required for external signers to access documents.

* Site Label & URL: Syncs the Salesforce Site created during installation.
* Permissions Automation: Use the Set Site Info & Assign Permissions button to automatically assign the "S-Sign Guest User" permission set.
* Automation Settings: Enable Reminder and Expiration emails globally (specific timing is configured at the template level).

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Based on the article and the interface shown in your image, here is the updated Custom Settings & Branding section. This breakdown aligns each UI element from your screenshot with its functional explanation from the documentation.

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### 4. S-Sign Custom Settings & Branding

The S-Sign Custom Settings section on the configuration page allows you to fine-tune the signer experience, automate document storage, and apply organizational branding.

#### 📝 Document & Audit Settings

* Show audit trail during signing process
  * *Behavior:* By default, the audit trail is only appended after all signatures are collected. Checking this allows signers to see the audit details (e.g., when previous signers viewed/signed) in real-time during the process.
* Insert Audit Document as Attachment on base record
  * *Behavior:* Standard behavior saves signed documents as Salesforce Files. Enabling this creates the document as a legacy Attachment on the S-Sign Envelope and clones it to the base record.

#### 📧 Email Configuration

* From address for notification emails
  * *Behavior:* Allows you to select a pre-configured Salesforce Org-Wide Address to act as the standard "Sender" for all S-Sign outgoing mail.
* Reply To Address
  * *Behavior:* Specifies where signer replies are sent.
* Use Requester Email for Reply To
  * *Behavior:* If checked, the "Reply-To" field will dynamically update to the email address of the specific Salesforce user who initiated the e-signature request.

#### 🖋️ Signer Experience & Signature Style

* Enable Same Tab Signing (Experience Cloud)
  * *Behavior:* Optimized for Salesforce Communities; ensures the signing interface opens in the current tab rather than a popup.
* Disable Text-To-Signature (Selected in image)
  * *Behavior:* Forces signers to physically draw their signature using a mouse or touch screen. They will not be able to type their name to generate a signature.
* Abbreviate Initials when using Text-To-Signature by default
  * *Behavior:* Automatically converts typed names into initials (e.g., "Jane Doe" becomes "J.D.").
* Show Timestamp and Signer Name on Signature Images
  * *Behavior:* Hard-codes the signer’s printed name and the date/time of signing directly underneath the signature image on the final PDF.
* Default Text-To-Signature font
  * *Behavior:* Allows you to pick the default aesthetic for typed signatures. Your image shows options like *Aquafina Script*, *Alex Brush*, and *Allura*.

#### 🏢 Branding & Compliance

* Electronic Disclosures Statement URL

  * *Behavior:* Links to your company's specific legal disclosure or "Consent to do business electronically" document.

  Note: It is not possible to completely remove the consent checkbox due to esignature legal requirements.
* Custom Logo URL
  * *Behavior:* Replace the standard S-Sign logo with your own. Provide a URL to an image file (hosted in Salesforce Documents or externally) to brand the signing toolbar and consent screens.
* Use custom S-Sign Site Guest User permission set
  * *Behavior:* Overrides the default S-Sign permissions. Use this if your security team requires a more restrictive or specific set of permissions for the Site Guest User.

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{% hint style="info" %}
Note: After making changes to any of these fields, you must click the Save Settings button at the bottom of the section to apply them to your Salesforce org.
{% endhint %}


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