Features

This page provides an overview of the capabilities available in DocGen & eSign, organized by feature. Each capability is described from a business perspective, explaining what it does and the value it delivers. For detailed configuration, implementation, and administration instructions, refer to the Admin Guide.

Automatically generate professional, data-driven documents directly from Salesforce records using configurable document templates.

• Template-based document generation — Create documents using reusable Microsoft Word templates with predefined layouts and formatting.

• Dynamic data merging — Automatically populate documents with data from Standard and Custom Salesforce objects using merge fields.

• Conditional content — Display or hide sections of a document based on record data and business rules.

• Repeating data support — Generate tables and repeating sections using related records such as Products, Contacts, or custom child objects.

• Document preview before generation — Review document content before sharing or sending it for signature.

• Centralized template management — Maintain reusable templates that can be updated without modifying application logic.

• Merge multiple documents — Combine multiple files into a single, consolidated document from salesforce and outside salesforce.

• Split documents — Separate large documents into individual files or sections based on business requirements.

• Organize documents — Improve document organization for easier storage, sharing, and retrieval.

• Salesforce-native experience — Perform document management operations directly within Salesforce without downloading files.

• Flexible signing workflows — Configure sequential, parallel, or multi-signer workflows based on your business requirements.

• Custom signer roles — Define recipients, signing order, and approval responsibilities for each document.

• Automated notifications and reminders — Send signature requests and scheduled reminders automatically to keep signing processes on track.

• Real-time status tracking — Monitor document delivery, signer progress, and completion status directly from Salesforce.

• Cross-device signing — Enable recipients to review and sign documents securely from desktop, tablet, or mobile devices without installing additional software.

• Automated reminder batches — Schedule batch jobs to automatically send reminder emails to recipients with pending signature requests at configurable intervals.

• Manual reminders — Send reminder notifications to individual recipients on demand directly from Salesforce whenever follow-up is required.

• Configurable reminder frequency — Control when and how often reminder notifications are sent based on your organization's business processes.

• Status-aware notifications — Send reminders only for documents that are still awaiting signatures, preventing unnecessary notifications.

• Real-time tracking — Monitor reminder history and document signing progress directly within Salesforce.

• One-Time Password (OTP) verification — Require recipients to verify their identity using an OTP before accessing or signing a document.

• Secure document viewing — Prevent unauthorized access, viewing, and signing throughout the document lifecycle.

• Sensitive data protection — Support document redaction and data masking to safeguard confidential information before sharing.

• Controlled document access — Apply configurable security policies to meet organizational and regulatory requirements.

• Signer activity tracking — Capture signer IP addresses, timestamps, and signing events directly within Salesforce.

• Comprehensive audit trails — Maintain a detailed history of document generation, delivery, viewing, authentication, signing, and completion activities.

• Document lifecycle monitoring — Track every stage of the document lifecycle, including access, authentication, approvals, and execution.

• Compliance-ready records — Preserve verifiable evidence of all document interactions to support regulatory, legal, and internal compliance requirements.

• Tamper-evident history — Maintain an immutable record of document events to strengthen document authenticity and accountability.

• Certificate-based digital signatures — Apply trusted digital signatures to verify the authenticity of signed documents.

• Standards-compliant signing — Support legally recognized digital signature standards for regulated business processes.

• Signer authentication records — Maintain comprehensive records of signer identity verification and authentication events.

• Document integrity protection — Detect unauthorized modifications through tamper-evident digital signatures and cryptographic validation.

• Compliance-ready audit trail — Preserve detailed signing and validation history to support legal, regulatory, and internal compliance requirements.

• Secure electronic vaulting — Automatically store completed documents in the eOriginal vault for long-term preservation.

• Tamper-evident storage — Preserve document integrity with cryptographic protection that detects unauthorized modifications.

• Compliance-focused retention — Retain electronically signed documents in accordance with regulatory and organizational retention requirements.

• Centralized document retrieval — Quickly locate and access vaulted documents for audits, legal reviews, or business operations.

• Chain of custody preservation — Maintain a verifiable history of document ownership, storage, and lifecycle events.

• Automatic certificate generation — Create a signing certificate automatically when the document signing process is completed.

• Comprehensive signer details — Include signer information such as name, email address, signing timestamp, IP address, and authentication details.

• Legally recognized proof of execution — Maintain verifiable evidence of the electronic signing process to support legal and regulatory requirements.

• Salesforce-native storage — Automatically store signing certificates alongside the executed document within Salesforce for easy access and retrieval.

• Audit-ready documentation — Preserve a complete record of the signing event to simplify compliance reviews, audits, and dispute resolution.