# Customize S-Sign Fields & Inputs ### 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 SettingDescription
Field TypeDefines the input as a single checkbox. This allows signers to toggle an option on or off.
Signer ProfileAssigns the checkbox to a specific signer (e.g., Signer 1). Only the assigned user will be able to check or uncheck this box.
RequirementSets 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 SalesforceEnables "Write Back" to Salesforce. You can map this to a Salesforce checkbox field to update your records automatically upon completion.
Default ValueSets the initial state of the checkbox when the signer first opens the document (either Checked or Unchecked).
Input Field GroupAllows 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 StylingProvides a space for custom CSS syntax to change the visual appearance of the checkbox in the document.
Paste this Field Into Your TemplateThe 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. | --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.sdocs.com/s-sign/template-configuration-fields-profiles-settings/customize-s-sign-fields-and-inputs.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.