Overview
Sliick Docs sends documents for electronic signature without leaving Salesforce. There is no separate signing subscription, no per-envelope fee, and no copy of your documents on anyone else’s servers: the signing surface runs on your own org, and the signing record stays there.
Not legal advice. Sliick Docs supplies the signing method and the evidence. Whether an electronically signed document is valid depends on your jurisdiction and your document type. Some categories, including wills, powers of attorney, statutory declarations, and certain property and court documents, are excluded or carry special witnessing rules. Take your own legal advice before enabling e-signature for a document type.
What you get
Section titled “What you get”- Send from any record. Pick a document Sliick Docs generated, an existing PDF on the record, or upload one. A document generated from a template with e-signature configured arrives with its fields and signers already placed; anything else opens for you to place fields on, choose who signs and in what order, and send. In-person signing on the sender’s device is supported.
- A signing experience on your own site. Signers open a link, verify themselves with an emailed one-time code, accept a versioned consent statement, and sign. No login, no account, no software.
- Evidence built to be challenged. Every action is written to a tamper-evident event log, re-checked nightly against both the log and the stored files, or checked immediately from the Diagnostics tab whenever you need the answer now. A Certificate of Completion records who signed, when, from where, and against which consent wording, and refuses to issue if the evidence does not verify.
- Verification by anyone. A counterparty holding the signed PDF can confirm it on a public page, with no login and no access to your org.
- Automatic reminders chase unsigned documents on a schedule you set. They are off until you turn them on.
Where to start
Section titled “Where to start”| You are | Read |
|---|---|
| Setting e-signature up for the first time | One-time org setup |
| Deciding how your org should be configured | Settings and Consent and sender wording |
| About to send your first request | Sending a document |
| Chasing a request that has stalled | Tracking and managing a request and Troubleshooting |
For the legal background behind any of this, see E-Signature in Sliick Docs: The Story, the Law, and the Tick.