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 | 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 | 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...
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 | Administrator Guide
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...
by bianca.silva | Feb 18, 2026 | Administrator Guide, User Guide
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...
