Define Signer Profile & Routing

The following table outlines the Signer Profiles Settings that are available through the template editor and describes them in detail.

Name of Setting	Detailed Description of Functionality
Signer Profile ID	Denotes the specific signer profile number (e.g., Signer 1, Signer 2). By default, two profiles are created. New profiles are assigned incremental IDs.
Profile Name	A custom internal label for the profile (e.g., "Customer" or "Manager"). This is independent of the signer's actual name and defaults to "Signer [ID]".
Email Address	Specifies where the signature request is sent. Supports hardcoded emails, comma-delimited lists, or dynamic merge fields (e.g., {{!Opportunity.Email}}). If left blank, the sender is prompted for an email during generation. Email address must be associated with a Contact Record or a No Contact Record.
Signer Name	An optional field to enter the legal name of the signer. This field also supports merge fields and special shipping/billing contact picklist fields.
Signing Order	Determines the sequence of the workflow. For example, setting one signer to "1" and another to "2" ensures the second person only receives the request after the first has finished.
Verification Type	Controls identity authentication. Options include enabling 2-Factor PIN code verification (sent via email) or disabling it to allow the document to be opened directly from the email link.
Prevent From Viewing Audit	When enabled, this specific signer will not see the secure audit trail attached to the finalized document. (Note: Requires "Prevent Certain Signer Profiles From Receiving The Audit Record" to be checked in Template Settings).
Prevent From Receiving Confirmation Emails of This Type	A picklist that allows you to stop a signer from receiving automated confirmation emails after they sign, or after all subsequent signers have finished.
Prevent From Receiving Document In Confirmation Email	A checkbox that, when selected, prevents this specific signer from receiving the finalized, signed PDF copy once the process is complete.
Email Address is provided by previous signer if:	Uses conditional logic (e.g., {{!Opp.Amount}} > 100). If true, the previous signer in the order will be prompted to manually enter this signer's email address during their own signing session.
Signer Profile is omitted if:	Uses conditional logic (e.g., {{!Opp.Stage}} == 'Closed Lost'). If the condition evaluates to true, this signer profile is completely skipped and removed from the signature request.
Delete Profile	A button used to permanently remove the selected signer profile from the template configuration.
Create Another Signer Profile	A button that adds a new signer profile to the list, allowing for multi-party signing workflows.