Setup multi-Signer Routing Rules

Often, a document requires sign-offs from multiple parties—such as a client, a sales manager, and a legal representative.

With S-Sign, you can easily automate this process by setting up Signer Profiles and Routing Rules. This ensures that the right people get the document at the right time and only interact with the fields assigned specifically to them.

Here is a breakdown of how the routing works and a step-by-step guide to setting it up.

How Multi-Signer Routing Works

S-Sign manages multiple signers through a Sequential Routing logic based on Signer Profiles.

1. Signer Profiles: These represent the different roles in your signing process (e.g., "Signer 1" and "Signer 2", or "Borrower" and "Lender").
2. Signing Order: You assign a numerical value to each profile (1, 2, 3, etc.). This dictates the sequence in which the document is routed.
3. Isolated Fields: Each input field on the document (signatures, initials, text boxes) is tied directly to a specific profile.
4. The Handoff: When you send the document, Signer 1 receives it first. The document is locked for all other parties. Once Signer 1 completes their required fields, S-Sign automatically generates an email routing the document to Signer 2, and so on. Once everyone has signed, all parties can be configured to receive a finalized copy with an audit trail.

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Step-by-Step Setup Guide

Step 1: Create an S-Sign Enabled Template

1. Open your S-Docs template in the S-Docs Template Editor.
2. Navigate to the Advanced Options tab and check the Enable S-Sign box.
3. The S-Sign configuration panel will appear on the left side of your editor.

Step 2: Create Signer Profiles

1. In the left-hand S-Sign panel, locate the Signer Profiles menu.
2. By default, S-Sign provides you with two profiles ("Signer 1" and "Signer 2"). You can rename these to fit your use case (e.g., "Client" and "Manager") and add more profiles if needed.
3. Set the Routing Order: For each profile, set the Signing Order. The person with Order "1" gets the document first. Order "2" gets it second, and so forth.

Step 3: Define Signer Email Addresses

You need to tell S-Sign where to route the document for each profile. You have two options for assigning the email address:

• Static: Type an email address directly into the profile's email field (best for an internal manager who signs every document).
• Dynamic (Recommended): Use Salesforce merge fields to pull the email dynamically based on the record. Click Insert Field in the editor, grab the merge field for your desired contact (e.g., {{!Contract.Customer_Email__c}}), and paste it into the Email Address box in the signer profile.

Step 4: Associate S-Sign Fields to Specific Profiles

If Signer 1 and Signer 2 both need to sign the document, you need two separate signature fields.

1. Go to the S-Sign Fields tab in your settings menu.
2. Create your required fields (Signature, Checkbox, Text, Date, etc.).
3. Crucial Step: For every field you create, use the dropdown to assign it to a specific Signer Profile.
4. Copy the generated S-Sign field tags and paste them into the appropriate places in your template body.

Step 5: Email the Document

When your end-users generate this document in Salesforce and proceed to the email page (when using the S-Docs Button), S-Sign will automatically display the routing logic. The user will be able to verify that the emails and sequence are correct before clicking send.

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What the Signers Experience

• Signer 1 (The First Recipient): They receive an email requesting their signature. Upon opening the link and verifying their identity, they will only be able to interact with the fields assigned to them. S-Sign fields assigned to Signer 2 will be completely locked and un-clickable. Once they click submit, their job is done.

• Signer 2 (The Second Recipient): They will not know the document exists until Signer 1 finishes. Once Signer 1 submits, Signer 2 receives an email. When they open the document, they will see Signer 1's completed signature and will now be prompted to fill out their own designated fields.

By utilizing these multi-signer routing rules, you eliminate manual follow-ups, ensure documents are signed in the correct legal order, and prevent signers from accidentally signing on the wrong line!