> For the complete documentation index, see [llms.txt](https://help.sdocs.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle.md). # Automation & Envelope Lifecycle - [S-Sign: Behind the Scenes Guide](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/s-sign-behind-the-scenes-guide.md): This guide details the automated record creation and tracking that occurs within Salesforce from the moment a signature request is sent until it is finalized. - [Automate E-Signature with Flow Builder](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/automate-e-signature-with-flow-builder.md): This page will walk our S-Docs Users through constructing a screen flow that will allow for Document Generation, Envelope Creation, and Electronic Delivery, a guide to Automate E-Signature requests - [Launch Sign in Person from a Screen Flow](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/automate-e-signature-with-flow-builder/launch-sign-in-person-from-a-screen-flow.md): Use a Screen Flow to generate an envelope, seal it, and display the live signing link for an in-person signing session. - [Send E-Signature Requests from a Record-Triggered Flow](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/automate-e-signature-with-flow-builder/send-e-signature-requests-from-a-record-triggered-flow.md): Use a Record-Triggered Flow to generate, seal, and send an S-Sign request after a record meets defined conditions. - [Send E-Signature Requests from a Schedule-Triggered Flow](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/automate-e-signature-with-flow-builder/send-e-signature-requests-from-a-schedule-triggered-flow.md): Use a Schedule-Triggered Flow to generate, seal, and send S-Sign requests on a recurring schedule. - [Automate E-Signature in Batch](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/automate-e-signature-with-flow-builder/automate-e-signature-in-batch.md): This page will walk the user through setting up a Automated Batch Process for E-Signature solutions. We will accomplish this by setting up 2 Flows, one screen flow and one record-triggered Flow. - [Automate E-Signature Requests via Email](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/automate-e-signature-with-flow-builder/automate-e-signature-requests-via-email.md): Let's dive into configuring a the S-Sign Email Invokable action that allows for your generated document which , prepares and seals an S-Sign envelope, and seamlessly dispatches it via email. - [Customize Automated Actions](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/customize-automated-actions.md): S-Sign Notification Options - [Template Notification Settings](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/customize-automated-actions/template-notification-settings.md): This page will describe S-Sign Notifications Settings that are available within the S-Docs Template Editor and provide supporting detail on their functionality. - [How To: Reminders and Expirations](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/customize-automated-actions/how-to-reminders-and-expirations.md): Configuration & Use of the New S-Sign Notifications Batch Job (v12.0+) - [Reminder and Expiration Settings](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/customize-automated-actions/reminder-and-expiration-settings.md): This page will describe how to enable S-Sign Notifications within your Org and configure reminders and expirations on a template - [The S-Sign Notifications Job](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/customize-automated-actions/the-s-sign-notifications-job.md): About the optional scheduled Apex job - [Customizing S-Sign Notifications](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/customize-automated-actions/customizing-s-sign-notifications.md): S-Sign provides the flexibility to customize the automated emails sent during various stages of the document signing process. This guide highlights the key features of custom notification templates. - [Manage Signature Requests](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/manage-signature-requests.md) - [Expired Envelopes](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/manage-signature-requests/expired-envelopes.md) - [Voiding Envelopes](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/manage-signature-requests/voiding-envelopes.md) - [Overview: The S-Sign Audit Trail](https://help.sdocs.com/s-sign/automation-and-envelope-lifecycle/overview-the-s-sign-audit-trail.md): The S-Sign Audit Trail is a comprehensive digital record that archives the when, where, and by whom of an e-signature request. I --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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