Creating an S-Sign Enabled Template

Add the S-Sign Template Editor to begin building a template with signer inputs.

S-Sign can be enabled and configured in any template with the HTML, PDF, or PDF Upload format.

Enable S-Sign

In the Classic S-Docs Template Editor, navigate to the Advanced Options tab and check the "Enable S-Sign" option at the top. This will add the S-Sign Template Editor to the PDF-type editing views.

Navigating to the Classic Template Editor

As of our Summer '26 release, new PDF and PDF Upload templates will automatically open in the Visual Template Editor. To enable S-Sign, template builders must first navigate back to the Classic editor.

Existing S-Sign enabled templates that are cloned will retain the Classic editor with S-Sign editor.

PDF Format

In the Visual editor, click the Settings iconin the upper left corner to open the Settings menu. At the bottom of the Documents section, click Switch to Classic S-Docs Editor.

Making this switch will lose any changes made in the Visual editor.

PDF Upload Format

An administrator can add the SDocs Revert PDF Upload Editor Lightning Web Component to the S-Doc Template page layout.

Update Component Visibility to only show this LWC for PDF Upload template records.

Once this LWC is in place, template builders can click this button after creating their PDF Upload template before they open the editor.