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.
Once signed the final signed document and signed event details are recorded in Salesforce.
User signs templates only support a single signer that is set to be the running user that initiates the template.
Updated over 2 years ago