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For the complete documentation index, see llms.txt. This page is also available as Markdown.

E-Signature Inputs

Exploring the library of inputs and functionality available for S-Docs e-Signature requests.

Signature

Allows the signer to draw or type their full signature to confirm authorization or agreement.

Initials

Captures the signer’s initials, commonly used to acknowledge specific sections or individual clauses within a document.

Text

Provides a freeform text field for entering custom information such as names, titles, comments, or identifiers.

Date

Captures a date value, typically used to record when a document was signed or approved. Supports various date formatting options.

Number

Restricts input and validates numeric values only, useful for IDs, quantities, percentages, or other number-based entries.

Email

Captures a valid email address and can enforce standard email formatting requirements.

Phone

Captures a phone number in a standardized format for contact or verification purposes.

Checkbox

Allows the signer to confirm or acknowledge a statement by selecting or clearing a checkbox.

Picklist

Provides a predefined list of selectable options, ensuring consistent and standardized responses. Options can be defined manually or driven by picklist field data from a Salesforce record.

Configuring Input Fields to Write Data Back to Records

Input fields include the ability to define a location in which signer supplied data can be written back to the Salesforce generating record.

Signature and Initials input fields do no support write-backs to records. Data write-backs only apply updates to and from e-signature requests that are initiated from a specific record.

To configure a data write-back:

Click on the input field in the template body to lauch the field configuration menu.

Navigate to the Assignment section.

Select the field from the drop-down menu that will receive the signer-provied information.

Upon successful submission and processing of the signature request, the provided information will update the appropriate record automatically.

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