Signer

The Signer Details section allows you to configure the individuals or entities who will be signing the document. Once the Enable Signature option is turned on, default email templates will be displayed with a predefined subject and body. If required, you can customize these templates according to your needs.Ensure that you provide the correct email address to send the invitation for document signing.

• Signing Order Type → Choose how signers will complete the process (e.g., Sequential Order (Ordered), Parallel (Non Ordered)).

1. Ordered → Signers will receive the document and sign it one after another, in a specific sequence.
   
2. Non Ordered :→ All signers will receive the document at the same time and can sign in any order.
   

• Enable Signature → Toggle this option to enable or disable the signature requirement. If you want to add a signer to the document, enable the Enable Signature toggle; otherwise, keep it disabled.
  
• Order →  Drag and drop the signer to change their sequence in the signing order.
  
• Action →  Delete a signer from the list.
  
• Title →  Specify the title or designation of the signer.
  
• Type →  Select how the signer will be identified (e.g., Email, User).
  
• Record →  Search for and link the record based on the selected type.
  
• Relationship Type →  Define the relationship of the signer, such as the target object itself or a parent object of the target object.
  
• First Name / Last Name → Enter or map the signer’s first and last name.
  
• Email / Phone →  Contact details for notification and verification.

There are two options to add signers:

• Add →
  You can add Email, Lead, Contact, User, or Target Object type signers.
  
  • Email → Enter First Name, Last Name, Email, and Phone. (First Name, Last Name, and Email are required).
    
  • Lead → Select a Lead record; details will auto-populate.
    
  • Contact → Select a Contact record; details will auto-populate.
    
  • User → Select a User record; details will auto-populate.
    
  • Target Object → Select fields from the target object or its parent object.
    
• Add Myself → Adds the currently logged-in user as a signer.

• Email Notification →  This section allows you to configure automated notifications templates for signers. Notifications can be sent when documents are Created ,Remainder ,Rejected , Expired and Completed.

• From Email Address →  Email address from the available Org-Wide Email Addresses. (Ensure the Org-Wide Email Address is verified in Salesforce Setup)
  
• Email Address → Select the email address to be used as the sender for signer notifications and related communications. If email address is not available then Click here  to setup an organization-wide email addresses.
  
• Expiry Email Sent to All ? →  Toggle this option to automatically send the expiration email to all signers when the signing order type is set to ordered.
  
• Save → Keeps you on the same page.
  
• Save and Next → Navigates you to the next tab.
  
• Reset → Clears any unsaved temporary data.
  
• Previous → Takes you back to the previous section.
  

Email Template for Creation:

Email Template for Expiration:

Email template Rejection :

Email template Completion:

Note: When the Enable Signature option is turned off, the Welcome Page and OTP Verification settings under General Settings are hidden, and the Site Settings tab is not displayed. The Site Settings tab becomes visible only when the Enable Signature option is turned on and at least one signer is added.

👉 After clicking Save and Next, you will be navigated to the Template Section.