First Step: Installing S-Sign

This page will walk you through the installation process for the S-Sign Package.

S-Sign Quick Install Guide: Salesforce Lightning

This guide provides a step-by-step walkthrough for installing and configuring S-Sign, a 100% native e-signature solution for Salesforce.

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Phase 1: Installation

Unlike S-Docs, S-Sign is not available on the AppExchange. To install S-Sign:

1. Request Link: Contact S-Docs Sales to obtain the latest installation link.
2. Installation Type: Select Install for Admins Only.
3. Environment: It is highly recommended to setup and test in a Sandbox before installing in Production.
4. Verification: Navigate to Setup > Installed Packages to ensure S-Sign and S-Docs version numbers are up to date.
5. Permissions: Assign either the S-Sign User or S-Sign Administrator permission set to yourself and relevant users.

Major Package Versions for S-Docs and S-Sign must align to ensure proper functionality. Please contact your Customer Success Manager or S-Docs Support to request patch links corresponding to your organization's current version.

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