E-Signature Requests: Multiple Signers

Sending documents to multiple signers allows you to automate complex signing workflows, such as "Borrower" and "Lender" agreements, by defining specific roles and orders for each recipient.

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🛠️ Step 1: Template Configuration

To begin, you must prepare your S-Docs template for electronic signatures.

• Enable S-Sign: Navigate to the Advanced Options tab in the S-Docs Template Editor and check Enable S-Sign.
• Access the S-Sign Panel: Once enabled, a new panel appears on the left side of the editor to manage signing logic.

👤 Step 2: Creating Signer Profiles

Signer profiles define who signs and when they sign.

• Default Profiles: S-Sign provides "Signer 1" and "Signer 2" by default.
• Customization: You can rename these (e.g., "Client," "Manager") and add additional profiles as needed.
• Assigning Emails:

  • Static: Type the email address directly.
  • Dynamic: Use Merge Fields to pull email addresses from Salesforce records (e.g., {{!Contact.Email}}).
• Signing Order: Assign a numerical value (1, 2, 3...) to determine the sequence. Signer 2 will only receive the document after Signer 1 has completed their portion.

✍️ Step 3: Mapping Fields to Signers

Each signature, checkbox, or text field must be "owned" by a specific profile.

• S-Sign Fields Tab: Located in the S-Sign settings menu.
• Field Assignment: When you create or edit a field (Signature, Date, Checkbox), you must select which Signer Profile it belongs to.
• Permissions: Signers can only see and interact with fields assigned to them. They cannot edit fields assigned to other signers.

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📧 The Signing Experience: Step-by-Step

Understanding the workflow from the recipient's perspective is key to ensuring a smooth signing process.

1. Initial Email Delivery

• Signer 1 receives an email with a secure link.
• The email page informs the user of the routing logic (e.g., "Once you sign, this will be sent to the Lender").

2. Identity Verification

• If enabled, signers may be asked to verify their identity (via email code or SMS) before accessing the document.

3. Interactive Signing

• Navigation: Signers use Previous and Next buttons to jump between their assigned fields.
• Validation: The system ensures all "Required" fields (like the Signature) are completed before allowing submission.

4. Progressing the Workflow

• Once Signer 1 clicks Submit, S-Sign automatically triggers the email to Signer 2.
• Finalization: After the last signer completes the document, all parties receive an email with the fully executed PDF and a complete Audit Record.

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