Customize Organization Wide Settings
This guide outlines the features and settings available on the S-Sign Setup Page. This page serves as the central administrative hub for managing licenses, site configurations, and global e-signature
🛠️ 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
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.
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).
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.
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.
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.
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