# Customize Template & Signer Settings ### Generalized S-Sign Template Settings The following table provides all the Template Settings, categorizes the setting, gives a general purpose, and describes the settings functionality. Notification Settings are not included in the list below. Please see the S-Sign Notifications (Settings) page for more information. | **Setting** | **Category** | **Purpose** | **Supporting Detail** | | ------------------------------------------------------------------------------- | ------------ | --------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Encrypt documents at rest | General | Security | Encrypts files; requires a mandatory email PIN to view the document. | | Prevent audit record | General | Privacy | Removes the IP/Timestamp audit trail from the final document for specific profiles. | | Prevent Download After Signing | General | Access Control | Hides the download link and removes the PDF from the final confirmation email. | | Enable download during signing | General | Signer Utility | Adds a button so signers can save a copy of the *unsigned* document. | | Confirm Signing Order During Generation | General | Experience | Allows the user generating the request to manually edit the order that each document will be signed. | | Enable Print & Sign | General | Offline Support | Adds a "Print" button; note that this ends the digital routing process immediately. | | Allow signer to save progress | General | Experience | Lets signers save partially filled fields and return to finish later. | | Use text-to-signature by default | General | UI Default | Pre-checks the "Text-To-Signature" box when the signature pad opens. | | Default Document Signing Order | General | Experience | Allows the user to specify a signing order if multiple documents are included in a single envelope (0-9) | | Enable new lines for text inputs | General | Data Entry | Allows the "Enter" key to be used within text fields for multi-line data. | | Hide Unchecked Checkboxes | General | Formatting | Removes empty checkbox fields from the final signed PDF for a cleaner look. | | Prevent Signature Method Toggle for Signers | General | UI Default | If *Use text-to-signature by default* is checked it will prevent signers from being able to draw their signature, and force them to use text-to-signature. | | Signature image scale | General | Formatting | Adjusts the physical dimensions of the signature image (Default = 1). | | Mobile PDF Resolution | General | Performance | Adjusts clarity for mobile devices; higher resolution improves legibility but slows loading. | | Time Zone to be Used in Audit | General | UI Default | This option will affect the date and times listed in the document audit trail record. Older versions of S-Sign require you to input a timezone manually; Timezones should be writted using Java Timezone IDs | | Language to be Used on Signing Page | General | Experience | Allows the requester to select any translations that have been configured from the S-Sign Translation Page to display in the Signer Experience. | | Always Show Profile Edit Page | General | Experience | Checking this option will route users to the profile edit page and allow them to edit signer emails *every* time they generate an S-Sign request, even if signer profile emails are already specified on the template. | | Contracts can be Voided by All Parties | General | Access Control | Checking this box enables the S-Sign Request Void feature for all users. Leaving it unchecked will only make the void feature available to the creator of the S-Sign request. | | Zero Click Signature | General | Automation | Auto-signs and submits the document as soon as the signer clicks the link. | | Don't Allow Creation of Contract if Other Active Contracts Exist on Base Record | General | Access Control | Limits the ability to generate fresh S-Sign Requests on a given object record if other requests exist on that record and are active. | | Clear Attachments Upon Completion | General | Automation | All of the files that S-Sign attached to the S-Sign Envelope Document will be deleted once the last signer signs this document (with the exception of the copy of the signed document that includes the audit trail, and with the exception of user-created files). | | Disable Auto-Send to Next Signer | General | Access Control | Allow senders to manually progress each stage of the signing process | | SSign Document(s) Saved to Base Record | General | Access Control | Decide which documents get saved to the object record request was generated from. Choose from only the audit document, only the signed document, or both (by default, both are saved to the base record). | | Signed Document Name | General | UI Default | Specify the Signed Document File Name without audit trail. Accepts static text and merge fields. | | Signed Document with Audit Trail Name | General | UI Default | Specify the Signed Document File Name with audit trail. Accepts static text and merge fields. | | Redirect Signer to Page | General | Experience | Redirects Signer to specified site. Field accepts static URLs and merfe fields. | | Disable Email (In-Person) | In-Person | Efficiency | Bypasses PIN/Email verification for physical signing sessions on a shared device. | | Enable Send Email After First Signer | In-Person | Experience | After the initial signer has signed in person the contract can be emailed to subsequent signers. | | Enable Send Email After Specified Signer Signs | In-Person | Experience | After the specified signer has signed in person the contract can be emailed to subsequent signers. | | Email Request Template | In-Person | Experience | Specifiy a custom HTML template to deliver request if Enable Send Email after First Signer or Specified Signer are also utilized. | --- # 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. 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