Create and Send Signature Requests

Learn how to prepare a document for e-Signature and send it to your desired recipients.

S-Docs e-Signature functionality is available starting with the Spring '26 (S-Docs v12.0) release.

Preparing e-Signature Requests

This feature allows you to upload previously generated PDF documents for use in S-Docs e-Signature requests.

With the S-Docs app launched in Salesforce, access the e-Signature workflow by selecting S-Docs E-Signature from the lightning dropdown menu.

Click the +Add button to initiate the e-Signature Request creation workflow.

The S-Docs e-Signature request builder workflow can also be initiated straight from a Salesforce record by selecting the Request e-Signature LWC option for a PDF listed in the Generated Documents LWC.

The e-Signature Request Workflow

The request builder interface includes a horizontal tabbed menu labeled Documents, Signers, Fields & Data and Review & Send. To customize your request, simply complete each step in order.

Documents

Add documents for e-Signature by clicking Add Document and select from the file menu, or simply drag and drop PDFs right to the indicated area. If you initiated the e-signature request workflow from a Salesforce record via the S-Docs Lightning Web Component (Generated Documents LWC), then that PDF will already be loaded into the Documents interface.

If the request includes multiple documents uploaded, the order in which documents appear in this list are the order in which they will be presented to the recipient(s).

To change their order, simply drag and drop your documents (using the vertical grip dots icon to the left of each document). You can also delete any documents you no longer need to send.

Signers

Next, define recipients. Enter the recipient(s) name and email address, and enable/disable the one-time password (OTP) setting for each signer.

Multiple recipient requests are set to non-sequential signing by default. If the request is required to follow a specific signing order, enable the option labeled This document must be signed in the order above.

If this option is enabled, the order in which the signers appear in this list are the order in which the the recipient(s) will receive the request.

To change the signer order, simply drag and drop the signers (using the vertical grip dots icon to the left of each document). You can also delete any signers you no longer need to send to.

Fields & Data

Add signer input fields to the desired locations on the uploaded document(s). The signer input fields are configurable and will be active to the assigned signer profile for the signature request. Fields can also be configured to write inpout back to the request's associated Salesforce record.

Review & Send

Create the email that sends to the defined recipients with your e-Signature-ready documents.

• Subject Line: Write something short, simple, and clear so that your recipients know what the email is about.
• CC Recipients: Add more recipients under “CC Recipients.” Enter emails and tap the tab key after each email to add more.
• Email Body: The email body section will automatically populate with a default email template; edit it as you see fit. Give your email a good proofread and add any critical details.

When your email is finalized, click Request Signature in the upper right corner or below the email message panel. A pop-up will appear confirming that the email was sent.

Return to the e-Signatures dashboard to view all and track progress on any e-Signature request.