# E-Signature Requests: Multiple Signers

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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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