Electronic Signature Configuration for Salesforce Contracts

Create Electronic Signature Configuration

The system admin must create and define four mandatory config type settings for the electronic signature configuration. It includes anchor string, signer roles, callout named credential, and eSign vendor account id.

1. From Setup, in the Quick Find box, enter Electronic Signature Configuration.
2. Click Electronic Signature Configuration.
3. Click New.
4. Enter these details:
   1. Vendor: DocuSign
   2. Group Type: Anchor Tab Setting
   3. Description: <optional, add a description for the configuration setting.>
   4. Config Type: Signer Roles
   5. Config Value: Signer1, Signer2, Signer3, Signer4, Signer5.
5. Click Create.
6. Repeat the steps for the other settings..

List of Electronic Signature Configurations

The system admin must create and define four mandatory config type settings for the electronic signature configuration. It includes anchor string, signer roles, callout named credential, and eSign vendor account id.

Note The anchor string values are configurable. However, you must ensure that the DocuSign signature tags in the Microsoft Word (.docx) document template must correspond with the string values. For multiple signatories, you can append the signature tags with numbers at the end starting from 1. For example, sfSignHere1. .

Config Group	Config Type	Config Value	Description
Anchor Tab Setting	Anchor String	For example, signHereTabs:sfSignHere,dateSignedTabs:sfSignDate, initialHereTabs:sfInitialHere	Stores the tabs and their anchor information which is used in identifying the locations on the document where the recipients must sign.
Callout Configuration Setup	Callout Named Credential	DocuSignAuthProvider	Stores the name of your Named Credential for DocuSign. It is used to call the DocuSign REST APIs.
Envelope	Envelope Last Poll Date	This field is auto populated.	Stores the date and time of the last poll for envelope update. The scheduling job updates the status of envelopes submitted as part of the e-signature process.
eSign Vendor Account	eSign Vendor Account Id	The API AccountId from DocuSign account.	Stores the Id of the DocuSign Vendor account. You can fetch this from the Apps and Keys page of your DocuSign account.
Anchor Tab Setting	Signer Roles	For example, Signer1, Signer2, Signer3, Signer4, Signer5	Defines the signing order. If your envelope has more than one recipient, you can choose to set a signing order. The signing order lets you control the order in which your recipients receive and sign your documents.
Custom Class Setting	Recipients Custom Class	Custom APEX Class Name	Custom recipient list can be configured using an APEX class. This class must be added to the org.
Custom Class Setting	Documents Custom Class	Custom APEX Class Name	Custom document list can be configured using an APEX class. This class must be added to the org.

Edit Electronic Signature Configurations

You can edit the config type settings for the electronic signature configuration such as anchor string, signer roles, callout named credential, and eSign vendor account id.

1. From Setup, in the Quick Find box, enter Electronic Signature Configuration.
2. Click Electronic Signature Configuration.
3. Click the dropdown arrow next to the configuration that you want to edit and click Edit.
   
4. Edit the required details.
5. Click Continue.
6. Repeat the steps for the other signature settings.
   For more information, see Default Contract Type Config Settings for E-Signature.