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Envelope Completion

After all signatures are completed, all signers receive by email: The original document. The signed document. The Audit Log, which records every step of the signing process. The envelope is considered complete based on the configuration in the required “Finish When”...

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 grant permissions to users

After installing sign2.me for Salesforce, you need to assign the proper Permission Sets to users based on their roles and level of access within the app. For Admins Admins have full access to configure and manage sign2.me, including site setup, templates, and...

Setup Checklist — sign2.me for Salesforce

Before you start using sign2.me, make sure everything is properly set up in your Salesforce org.  1. User Permissions After installation, you need to assign the correct Permission Sets to each user type. For Admins Assign the Permission Set sign2.me – Admin...