Company Settings store global definitions of the signature platform, allowing you to standardize behavior and the user experience.
These settings ensure consistency, security, and alignment with the company’s identity throughout the entire electronic signature process.
Access the object in Salesforce
- In Lightning Experience, click the App Launcher (grid icon) and open the sign2.me app.
- Go to the Company Settings tab, which corresponds to the configuration object.
Create a new record
- Click New to create a Company Settings record.
Complete the fields in the following order:
Fill out the Information section
Company Setting Name (required)
Identification of the Company Setting.
Owner
Defines the point of contact for reviews, changes, and incidents.
Domain
Enter the company domain to be used, for example, in signing or validation URLs.
Reinforces branding and increases signer trust.
Complete Filename Postfix
Defines an additional suffix to be included in the final name of generated files.
Default Country
Select the default country used in the company’s localization and regionalization settings.
Default Language
Defines the default language of the signature platform, used in communications and the interface.
Operator Role (required)
Choose the default role of the operator.
Fill out the Envelope Actions section
Requester Name
Name that will appear to the recipient as the person responsible for requesting the document signature.
Requester Email
Default sender email.
Redirect to after signed
Success URL after signing (HTTPS).
Redirect to after declined
Redirect URL after the envelope is declined.
Fill out the Envelope Setting section
Default Expiration Date
Number of days until the envelope automatically expires (Default: 30).
Disable Validation By Key
Validation with token.
Link Expires In
Validity of the signing link (Default: 7 days).
Save
Click Save to apply the settings.