Cloudy DocGen & Signer Knowledge Base

Site Setup & Configuration

To set up a Site, click the Setup (⚙️ Gear icon) → type “Sites” in the Quick Find box → select Sites → click New, then enter the required site details.

Setup Configuration :

This process enables us to configure system-level settings necessary for document generation and signing. It includes linking the document process to a Salesforce Public Domain Site, setting up redirects, and defining success or failure landing pages or messages. These configurations ensure that signers experience smooth navigation and clear feedback while interacting with generated documents.

Steps to Configure

➢ Go to the Setup tab.

➢ Select the existing Public Domain Site.

➢ Enable the Redirect option if you want to redirect users to another page after document actions.

➢ If using redirects, enter the Success URL (Users are redirected to after a successful action).

➢ Enter the Fail URL (page users are redirected to if the action fails).

➢ Click Save to apply the configuration.