Signing Setup General Setting

Step-by-step guidance for configuring and managing general settings

Enable Document Cloning

When enabled, this feature automatically creates a new copy of the documents under it's parent record once the signing process is completed. This ensures that users have a fresh, signed version while keeping the original documents for future use.

Benefits:

Preserves the original document for repeated use.
Automatically generates a new signed document, reducing manual duplication effort.
Ensures organized record-keeping by keeping signed copies separate.

Note:- New signed documents will be added to their parent record only when the ‘Save completed documents back to the Salesforce Record’ checkbox is selected during transaction creation and the ‘Enable Document Cloning’ toggle is enabled.

When ‘Enable Document Cloning’ is disabled, the original documents in the parent record will be updated with the signed versions once the document signing process is completed.

Note:- To update the original documents with the signed versions, the ‘Save completed documents back to the Salesforce Record’ option must be selected during transaction creation, and the ‘Enable Document Cloning’ toggle must be disabled.

Add User (Basic)

The Add User (Basic) option allows administrators to allocate the basic permission set to team members based on their Salesforce profile type.
This ensures that users receive the minimum required access to perform core tasks within the Sign Made Easy application.

Note:- For more detailed information about Permission Set Assignment , Please Click Here.