Customize S-Sign Fields & Inputs

This page will walk users through the S-Sign Fields and describe the different customization setting that are available.

Field Type: Signature

Individual Setting	Description
Field Type	Specifies the type of input. Selecting "Signature" ensures the field acts as the primary legal signing element, triggering the S-Sign signature pad when clicked.
Signer Profile	Determines which recipient is responsible for this field. You must assign the field to a specific profile (e.g., Signer 1 or Signer 2) to ensure it appears in the correct person's signing session.
Write Signer Input to the Following Field in Salesforce	Enables "Write Back" functionality. You can provide a Salesforce merge field (e.g., {{!Opportunity.Signature_Data__c}}) to save the signature data back to a text field on the Salesforce record once signed.
Additional Styling	A CSS-ready text box that allows you to customize the appearance of the signature box (e.g., border color, thickness, or padding). Note: S-Sign supports letter-spacing here, which is unique for Salesforce apps.
Paste this Field Into Your Template	The unique code generated by the editor. This tag must be copied and pasted into your S-Docs template exactly where you want the signature to appear.

Field Type: Text

Individual Setting	Description
Field Type	Sets the input to a text box. This appears as a blank box that signers can type into.
Signer Profile	Assigns the field to a specific recipient (e.g., Signer 1). Only the assigned signer can interact with this box.
Required	Determines if the signer must fill out the field (Required) or if they can skip it (Optional) before submitting.
Allow New Lines	When checked, the text box allows the signer to press "Enter" to start a new line. By default, fields are single-line only.
Write Signer Input to the Following Field in Salesforce	Enables "Write Back." Any text entered by the signer can be automatically saved to a specific Salesforce field on the base record.
Default Value	Pre-fills the box with specific text. This can include Salesforce merge fields or Named Query fields to show existing data.
Currency Formatting	Applies standard currency symbols and separators to the input. Note: Cannot be used if "Preformat" is active.
Preformat (Regex/Pattern)	Restricts input to a specific pattern. Use # for numbers and X for characters (e.g., (###) ###-#### for phone numbers).
Input Field Height	Adjusts the vertical size of the text box. Accepts CSS units (like px or em) without semicolons.
Input Field Width	Adjusts the horizontal size of the text box. Accepts CSS units without semicolons.
Additional Styling	Allows for custom CSS styling (e.g., border: 1px solid red;). Supports the letter-spacing property.
Paste this Field Into Your Template	The unique code generated by the editor. This tag must be copied and pasted into your S-Docs template exactly where you want the signature to appear.

Field Type: Checkbox

Individual Setting	Description
Field Type	Defines the input as a single checkbox. This allows signers to toggle an option on or off.
Signer Profile	Assigns the checkbox to a specific signer (e.g., Signer 1). Only the assigned user will be able to check or uncheck this box.
Requirement	Sets whether the field is Required or Optional. If required, the signer cannot submit the document unless the box is checked.
Write Signer Input to the Following Field in Salesforce	Enables "Write Back" to Salesforce. You can map this to a Salesforce checkbox field to update your records automatically upon completion.
Default Value	Sets the initial state of the checkbox when the signer first opens the document (either Checked or Unchecked).
Input Field Group	Allows you to group multiple checkboxes together. This is used for setting group-level rules, such as "select at least one" or "select only one."
Additional Styling	Provides a space for custom CSS syntax to change the visual appearance of the checkbox in the document.
Paste this Field Into Your Template	The unique code generated by the editor. This tag must be copied and pasted into your S-Docs template exactly where you want the signature to appear.

Field Type: Initals

Individual Setting	Description
Field Type	Defines the input as an Initials field. This creates a link that, when clicked, opens a specialized version of the signature pad.
Signer Profile	Assigns this field to a specific recipient (e.g., Signer 1). Only the designated signer will be prompted to provide their initials in this location.
Write Signer Input to the Following Field in Salesforce	Enables "Write Back" functionality. This allows the captured initials data to be automatically saved to a text field on the associated Salesforce record.
Additional Styling	A text box for entering CSS syntax to customize the look of the initials box on the document (e.g., adjusting borders or padding).
Paste this Field Into Your Template	The unique code generated by the editor. This tag must be copied and pasted into your S-Docs template exactly where you want the signature to appear.

Field Type: Date

Individual Setting	Description
Field Type	Defines the input as a Date field. This allows signers to select a specific date from a calendar interface.
Signer Profile	Assigns the field to a specific recipient (e.g., Signer 1). Only this signer will be prompted to fill or verify this date.
Requirement	Determines if the field is Required or Optional. If required, the signer cannot complete the document without selecting a date.
Write Signer Input to the Following Field in Salesforce	Enables "Write Back." Any date selected by the signer can be automatically saved to a specific Date or Date/Time field on the Salesforce record.
Default Date Value	Pre-fills the field with a specific date. Clicking this in the setup panel opens a calendar to choose the default.
Input Field Height	Adjusts the vertical size of the date box on the document. Accepts CSS units (like px) without semicolons.
Input Field Width	Adjusts the horizontal size of the date box on the document. Accepts CSS units without semicolons.
Auto-populate today's date	If checked, the field will automatically fill with the current date when the signer opens the document.
Date Format	Allows you to choose how the date is displayed on the final document (e.g., MM/DD/YYYY, DD-MM-YYYY, etc.).
Additional Styling	A box for custom CSS syntax to style the input (e.g., changing border colors). Supports letter-spacing.
Paste this Field Into Your Template	The unique code generated by the editor. This tag must be copied and pasted into your S-Docs template exactly where you want the signature to appear.

Field Type: Picklist from Text

Individual Setting	Description
Field Type	Defines the input as a dropdown menu where the options are manually defined by the template creator.
Signer Profile	Assigns the field to a specific recipient. Only this signer will be able to interact with the dropdown menu.
Picklist Options	A text area where you enter each choice on a new line. These are the literal values the signer will see in the dropdown.
Allow Multiple Selections	A checkbox that, when enabled, allows the signer to choose more than one option from the list.
Multi-select Delimiter	If multiple selections are allowed, this character (e.g., a comma or semicolon) separates the values in the final document.
Visible Options Count	Determines how many items are visible at once before the signer needs to scroll within the dropdown.
Map to Salesforce Field	Enables "Write Back" to Salesforce. The selected value(s) can be saved directly to a text or picklist field on the record.
Default Value	Sets which option is pre-selected when the signer first views the field.
Input Field Width	Adjusts the horizontal size of the dropdown box using CSS units (like px) without semicolons.
Paste this Field Into Your Template	The unique code generated by the editor. This tag must be copied and pasted into your S-Docs template exactly where you want the signature to appear.

Field Type: Picklist from field

Individual Setting	Description
Field Type	Defines the input as a dropdown menu where the options are manually defined by the template creator.
Signer Profile	Assigns the field to a specific recipient. Only this signer will be able to interact with the dropdown menu.
Salesforce Base Record Picklist Field	A text area where you enter each choice on a new line. These are the literal values the signer will see in the dropdown.
Multi-picklist Delimiter (if applicable)	If multiple selections are allowed, this character (e.g., a comma or semicolon) separates the values in the final document.
Size of Multi-Picklist (# of options shown)	Determines how many items are visible at once before the signer needs to scroll within the dropdown.
Write Signer Input to the Following Field in Salesforce	Enables "Write Back" to Salesforce. The selected value(s) can be saved directly to a text or picklist field on the record.
Default Value	Sets which option is pre-selected when the signer first views the field.
Input Field Width	Adjusts the horizontal size of the dropdown box using CSS units (like px) without semicolons.
Paste this Field Into Your Template	The unique code generated by the editor. This tag must be copied and pasted into your S-Docs template exactly where you want the signature to appear.