Configure S-Docs e-Signature and Global Settings

S-Docs has introduced new global configuration settings designed specifically to simplify configuration and automate processes within enhanced template editing and e-Signature workflows. These options allow administrators to establish organization-wide defaults for document formatting, naming conventions, file handling, and signing workflows.

These settings are located within the S-Docs Settings page. They are entirely separate from the classic S-Docs Setup menu, which controls configuration for the classic editor experience.

Getting Started

To access these configurations

• Navigate to the Lightning menu within the S-Docs application in Salesforce.
• Select the S-Docs Settings page.

E-Signature Configuration Wizard

To setup initial configuration for the running admin user click the Run Setup Wizard button to initiate the process.

Step 1: Setup your Force.com Site

To support the e-signature signer experience, configure a new Salesforce Force.com Site. If a site has not yet been created for your Salesforce org, go to Setup > Sites, create a new site and ensure that Lightning Features for Guest Users enabled.

1. Select the Force.com site from the dropdown list
2. Click Start Configuration

Step 2: Assign Permissions

This step of the process conveniently runs automatically, assigning sender permissions to the running user profile and and sets guest base permissions so signers can access the site to sign their documents.

If you need to assign additional permissions to additional users, navigate to Setup > Users and select the user profile. Click Permission Set Assignments > Edit Assignments and assign the S-Docs E-Signature Sender permission set from the multi-select picklist.

Click Finish Setup.

When e-Signature configuration is successful, the Settings Interface will display this message.

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Global e-Signature Settings

The global e-Signature Settings configuration wizard establishes organizational defaults exclusively for the new S-Docs e-Signature functionality.

These configurations apply only to the new e-Signature feature and do not affect classic S-Sign setups.

Identity Verification

• PIN Authentication: Enable this setting to require PIN authentication for all signers. When active, this security measure applies to all requests by default unless explicitly modified in the e-Signature Request Builder for a specific document.

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Expiration & Notifications

• Expiration Window: Define the number of days signers have to complete a request before it expires. This is set to 30 days by default, but can be updated to any value your business requires.

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Redirection

• Signer Redirection: Specify the URL where signers are redirected after completing a document. By default, signers are redirected to the S-Docs website, but this can be customized to redirect to your company or client website.

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Disclosures

• Legal Disclosures: Add legal copy and/or a link to your organization's legal and informational disclosures under the Disclosure section. This information will be displayed within all automated emails sent by S-Docs.

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Record Association & Audit Trails

• Audit Trail Placement: Choose how to generate and store the final audit log. Select whether to append the audit trail to the end of the signed document, create it as a separate document, or choose not to generate an audit trail at all.
• Signature Metadata: Choose whether to visually display the time stamp and the signer's name alongside the signature image within the document.
• Source Record Attachment: Toggle Attach to Record to automatically attach the finalized, signed PDF back to the source Salesforce record once the workflow concludes.