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 List:

Section: Document Information

Field Description
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:

  • Ready to Send
  • Sent – The eSign Doc record is created with this as default status.
  • Delivered – Recipient has opened the email. This gives good visibility and ability to followup if never opened.
  • Opened – Recipient clicked the link/button in the email body to sign.
  • Recipient Signed – If countersignature is required, this status indicates the the recipient has signed the document.
  • Countersign Required – If countersignature is required, indicates that the the countersigner has been notified and has not yet signed.
  • Signed – Recipient has signed the document and, if also required, the countersigner has signed the document.
  • Expired – Indicates that the document was not signed and is now expired.
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.

Section: Recipient

Field Description
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

Field Description
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_Image_URL__c. This field will then be copied to the esign__Document__c.esign__Hand_Signature_Image_URL__c and then it can be merged as an image to the document.
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.

  • Not Required
  • Required
  • Sent
  • Signed
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.

Section: Countersign

Field Description
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.

    • No Countersign Needed
    • Countersign Required – The user who must countersign will be notified with a link to countersign. When they click on the link, it will take them to the Salesforce eSign record. Click the “Countersign” button to countersign.
    • Auto Countersign – After the Recipient signs the document, it will be automatically countersigned.

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.

Field Description
Merge Signature Fields Checkbox that indicates whether to merge signatures into the document.

  • Select this checkbox after the eSign Doc record is created and before it is signed.*
  • For more detail on this feature, see Merge Signature Fields article.
Signature Merge Fields Color   The hex code that will be applied to the merged signature fields, if applicable.

Section: Optional Properties

Field Description
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.

  • Make sure you have the Files related list on your eSign Doc page layout.
  • If using both related lists for Notes & Attachments and Files, you will see the File PDF shown under both sections when working with Files though you can also remove the Notes & Attachments related list from your layout.
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.

  • English
  • French
  • German
  • Change the language after the eSign Doc record is created and before it is signed.*
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.

  • Select this checkbox after the eSign Doc record is created and before it is signed.*
  • When selected, these fields will not show when the recipient(s) sign the document. They will only need to enter their name and populate an email address.
Hand Signature Required  Checkbox to require a drawn signature in addition to the eSignature.

  • Select this checkbox after the eSign Doc record is created and before it is signed.*
  • The signer will receive an error notification saying Please draw your signature if they try to click Accept and Sign without drawing their signature.

Section: Email

Field Description
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.