Customize Template & Signer Settings

This page will provide information on all S-Sign specific settings that are available for S-Sign Enabled Document within the template editor.

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.