by bianca.silva | Feb 18, 2026 | Signer Guide, User Guide
The sign2.me for Salesforce platform applies different authentication methods, depending on the envelope configuration and the signer’s location: Brazil: collection of personal information (full name, CPF, and date of birth) combined with a verification token sent by...
by bianca.silva | Feb 18, 2026 | Administrator Guide, User Guide
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...
by bianca.silva | Feb 18, 2026 | Signer Guide
A document may contain interactive fields for input, which can be either mandatory or optional, and may have different formats such as Text, Text area, URL, Email, Date, and others. During the signing process, the signer is guided through a navigation tool that...
by bianca.silva | Feb 18, 2026 | Signer Guide
To view the expiration date of the document: Look at the top center of the screen. The expiration period will be displayed there, indicating how long the document will remain available for signing.
by bianca.silva | Feb 18, 2026 | Signer Guide
1.Copy the access code received by email in the “Alternative signature method” section. 2.Open the link provided in the same email notification under “Alternative signature method”. 3.Paste the access code into the field on the page. 4.Click “Access” to start the...
