The eSign Doc object tracks all of the documents you send for signature and their status. Each eSign Doc record contains document information and settings, signature information and status, as well as technical details. This article reviews the fields within each section of the eSign Doc object.
Section: Document Information
|Document ID||Auto number assigned to each eSign Doc record.|
|Owner||Lookup to the user who is the eSign Doc record owner.|
|Disable Comment Button||Indicates whether comments are disabled.|
|Document Owner Name||Name of Document Owner.|
|Signature Status|| Picklist that tracks the status of the eSign document:
|eSign Link||Link to the eSignature page. This is a quick way to get the link in case you need to re-send it for any reason.|
|Google Doc ID||The Google Doc ID of the document that was sent for signature.|
|Doc Link||Direct URL to the Google Doc that was sent for signature.|
|Send To||Lookup field to the recipient.|
|Send to Email||Recipient’s email address.|
|Email To Name||If completed, shows the name of the recipient.|
|Email To||If completed, shows the email address of the recipient specified in Email To Name.|
|Email To CC||Shows anyone copied on the email.|
|Email Opened||Date and time that the recipient opened the email.|
|Document Opened||Date and time that the recipient clicked the link in the body of the email to open the document.|
|Email Body||Copy of the email body if an email template was not used.|
Section: Sign Info
|Signed By Name||Signer’s name, as entered.|
|Signed By Title||Signer’s title, as entered.|
|Signed By Email||Signer’s email address, as entered.|
|Signed By Company||Signer’s company, as entered.|
|Recipient Signed||Date and time that Recipient signed the document.|
|Signed IP Address||The Signer’s IP address.|
|Signature Image URL||If Signer hand draws their signature, the signature image URL is saved in this field. Signature image is stored temporarily on Azure and it is not accessible after one hour.|
|Hand Signature Image URL||This field is used for countersignatures. If a user needs to countersign and wants to put a signature into the document, then they can save the URL to to their signature image in this field User.esign__Hand_Signature_
|Signer 2 Email Template||Record Id of the email template used to send eSignature link to the Second Signer (Signer 2).|
|Signer 2 Name||Second Signer’s name, as entered.|
|Signer 2 Title||Second Signer’s title, as entered.|
|Signer 2 Status||Picklist that tracks the signature status of the Second Signer.
|Signer 2 Email||Second Signer’s email address.|
|Signer 2 Company||Second Signer’s company.|
|Signer 2 IP Address||Second Signer’s IP address.|
|Signer 2 Link||Link to the Second Signer’s eSignature page. This is a quick way to get the link in case you need to re-send it for any reason.|
|Signer 2 Signed Date||Date and time that Second Signer signed document.|
|Signer 2 Signature Image URL||Link to Second Signer signature image.|
|Witness Required||Checkbox that indicates whether witness is required.|
|Countersign Method|| Picklist that shows the countersign method. Set to indicate whether anyone in your company needs to countersign the document after the recipient signs in order for it to be valid.
If you would like to merge an image of the countersigner’s hand signature, review Signature Merge section below and the following article: Merge Signatures into a Signed Document.
|Countersigned By||Lookup to the user who countersigned the document.|
|Countersigned Date||Shows the date and time that the countersigner signed the document.|
Section: Signature Merge
This feature is only available if using A5 Signature with our A5 Documents app.
|Merge Signature Fields||Checkbox that indicates whether to merge signatures into the document.
|Signature Merge Fields Color||The hex code that will be applied to the merged signature fields, if applicable.|
Section: Optional Properties
|Attach Signed PDF as File|| Checkbox that you can select if using Lightning Experience and/or prefer using Files over Notes & Attachments in order to generate a File instead of an Attachment.
|Language|| Picklist field to change the language the recipient sees when they sign the document. The default language is English but it can be changed to French or German. There is an option to change the language back to English if needed–recipient can click the link in top right corner to change language.
|Title And Company Not Required|| Checkbox to select if your recipient does not have a title or company or you do not want them to include this information when signing the document.
|Hand Signature Required|| Checkbox to require a drawn signature in addition to the eSignature.
|Email Template||Record Id of the email template used to send the eSignature link to the Signer.|
|Document Signed Email Template||Record Id of the email template used to send the Document Signed notification.|
|Send Signed Copy of Email||Checkbox to indicate whether to send a copy of the signed document to the Signer.|
|Email Subject||If an email template was not selected, this is the email subject.|
|Email Body||If an email template was not selected, this is the body of the email.|
|Email From ID||The Record Id of the Sender of the eSign Doc, if applicable.|
*Automation of Optional Settings
If your business process will consistently need to use one of these optional settings or will need a different language setting, we recommend configuring Process Builder or another Salesforce Automation tool to select any of these settings each time a new eSign Doc record is created.
For example, if your preferred language is French and you’d like to select “Title & Company Not Required” for all eSign Doc records that you create, you’d need to either manually set these values (after the eSign Doc is created and before the person signs the document) or configure a Salesforce automation tool such as Process Builder to perform the record update anytime an eSign Doc record is created.