How to Use the Signature History Component
The signature history component is a visual tool that can be added to any platform object (such as Account, Opportunity, or Case). It allows users to view, in a centralized manner, the complete history of an envelope—from creation and sending to the progress of...
Add a Button to Open the Envelope Wizard
You can create a custom button that, when clicked, opens the Envelope Wizard (Sending Assistant) to create electronic signature envelopes. This button can be added to record pages of objects like Account, Opportunity, or Case, making access to the Flow quick and...
Legal Compliance (LGPD, eIDAS, E-SIGN Act)
The sign2.me for Salesforce solution is designed with a strong focus on security and legal compliance, adhering to the main national and international regulations: LGPD (General Data Protection Law – Brazil): ensures transparency, explicit consent, and proper handling...
How to Create a Envelope Template
An Envelope Template is a reusable model for sending documents via electronic signature. It centralizes and standardizes settings, messages, reminder frequency, and completion rules, ensuring consistency and efficiency in each signing process. By using templates, the...
How to Enable Translations and Languages
Enable Translation Workbench In Setup, in the Quick Find box, type Translation Language Settings. Click Enable Translation Workbench. Add Supported Languages Click Add to enable a new language. Select the desired language (e.g., English, Spanish, French). To edit an...
How to Create a Company Settings
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...
Logs and Audit
At the end of the signing process, an Audit Log is automatically generated.This document ensures transparency, security, and legal validity by recording every step performed within the envelope. The log includes: Date and time of generation, in GMT time zone. Version...
Setting Up Organization-Wide Senders
DKIM Keys DKIM (DomainKeys Identified Mail) is an email authentication protocol that helps protect emails sent by your organization against spoofing and improves email deliverability. It ensures that email providers (Gmail, Outlook, etc.) recognize that the emails...
How to Create a Salesforce (Force.com) Site
Enable Sites In Salesforce, click the gear icon (⚙️) and select Setup. In the Quick Find, type Sites and select Sites. If this is your first time, you will be prompted to register a Force.com domain. Enter a unique domain name (e.g., mydomain) that will be used...
Add Signature History Component
The signature history component is a visual tool that can be added to any platform object (such as Account, Opportunity, or Case). It allows users to view, in a centralized manner, the complete history of an envelope—from creation and sending to the progress of...