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 | 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 danieli.abreu | Feb 18, 2026 | Signer Guide, User Guide
If multiple signers are organized into groups, the signature process follows the order defined by the sender: The signature request email is sent only to the first group. Once all members of the first group have signed, the email is automatically sent to the next...
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...
