by bianca.silva | Feb 18, 2026 | Administrator Guide, User Guide
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...
by bianca.silva | Feb 18, 2026 | User Guide
The Envelope Wizard is a Salesforce assistant that guides users through the creation of electronic signature envelopes. It allows you to create envelopes from an existing template or from scratch, configure envelope details, add signers (Leads, Contacts, Favorite...
by bianca.silva | Feb 18, 2026 | Administrator Guide
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...
by bianca.silva | Feb 18, 2026 | User Guide
A Favorite Contact is a record used to store frequently used signers for electronic signature. It comes with preconfigured data such as name, email, phone, authentication method, and role in the signing process. Favorite Contacts make sending envelopes faster,...
by bianca.silva | Feb 18, 2026 | Administrator Guide
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...
