Guides

User signs

Allow the Salesforce running user to sign a document directly in Salesforce.

User signs templates allow you to capture a signature from a running user directly in Salesforce. User signs templates are great for internal applications in which the user needs to sign-off on work they've completed. User signs templates can also be used in Salesforce Communities for things like partner on-boarding.

Once initiated the user is immediately presented with the document to sign.

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Once signed the final signed document and signed event details are recorded in Salesforce.

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User signs templates only support a single signer that is set to be the running user that initiates the template.