How to track eSignatures in Salesforce

Andrea V.

September 18, 2025 12:38
Updated

The information in this article applies to customers on DocSend Standard, Advanced, Advanced Data Rooms and Enterprise.

You can sync an additional Signed field to Salesforce on visits by configuring it as a custom field in DocSend. This is helpful for tracking if and when your visitors sign a document.

Configure Signed field in Salesforce

Click company Settings.
Select Signed from the Visit property and Activity field drop-downs.
Click Add.

DocSend will then show when any particular visit has a signature.

Note: By default, the field value will be No and will be updated to Yes once the visitor signs the document.

Notes:

Visits will only show a yes in the signed field when the document is signed by the visitor.
The Signed field in Salesforce will be visible on all synced visits, even if the related document isn’t signable.

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