Configure the DRTE Settings
Published on February 6, 2026 DRTE
Configure DRTE Settings
Follow these steps to establish the foundational settings for the DRTE application, including site URLs, branding, and email automation.
| What you will configure 1. The default organization-level settings record 2. Esign Guest Site URL 3. Email branding (footer, header logo, support email) 4. Organization-Wide Email Address for signature requests 5. Lightning Email Template IDs |
1. Initialize the Settings Record
- Navigate to Setup > Custom Settings.
- Locate DRTE Settings and click Manage.
- To create the default organization-level values, click the New button located above the "Default Organization Level Value" section.
Click New above the Default Organization Level Value section to create the settings record.
2. General Site & System Configuration
- Esign Guest Site URL: Paste the public experience site URL you have set up for DRTE eSign.
| Note: Ensure the URL is full and includes the /s/ suffix at the end (e.g., https://domain.my.site.com/s/). |
Esign Guest Site URL entered with the full URL and /s/ suffix.
- Deprecated Fields: Ignore the following fields as they are no longer required:
| No action needed endpoint (Deprecated) - No Use gptversion (Deprecated) - No Use key (Deprecated) - No Use |
Deprecated fields (endpoint, gptversion, key) can be left as they are.
3. Branding & Template Customization
These values are used to populate the header, footer, and support information in the pre-built email templates.
- Company Footer Text For Email Template: Enter your company's copyright or footer text (e.g., © 2026, CodeyLabs.com).
Company Footer Text For Email Template field.
- Company Header Image For Email Template: Provide the full URL of your company logo hosted on your website. This logo will appear at the top of outgoing emails.
Company Header Image For Email Template field with the logo URL.
- Company Support Email for Email Template: Enter your company's support email address (e.g., support@codeylabs.com).
Company Support Email for Email Template field.
4. Organization-Wide Email Setup
- Org Wide Email To Send Signature Request: Enter the email address from which signature requests should be sent.
| CRITICAL: This email address must be verified as an Organization-Wide Email Address in Salesforce Setup. If it is not, the "Send Email" utility will fail and throw an error. |
Org Wide Email To Send Signature Request field.
5. Configuring Email Template IDs
The DRTE managed package includes pre-built Lightning Email Templates. To link them, you must find their Record IDs:
- Go to App Launcher > Email Templates > All Folders > DRTE Email Template.
- Open the specific template, copy the 18-character Record ID from the browser URL, and paste it into the corresponding field below:
- Send Signature Request Email Template Id: Use ID for template: DRTE: Action Required: Please e-Sign Your Document.
Send Signature Request Email Template Id field.
- Send Signed Document Email Template Id: Use ID for template: DRTE Action Complete: Your Signed Document is Ready.
Send Signed Document Email Template Id field.
- Auto Send eSign 2Signer Email_Templ Id: Use ID for template: DRTE: Action Required: Please e-Sign Your Document (Second Signer).
Auto Send eSign 2Signer Email_Templ Id field.
- Share PIN Email_Templ Id: Use ID for template: DRTE Your PIN to Sign Document… the one that you cloned following the End User Document.
Share PIN Email_Templ Id field.
| Pro Tip: It is highly recommended that you clone the managed templates to create your own branded versions and use those unique IDs in these fields. |
Quick Reference
| Field | What to enter |
|---|---|
| Esign Guest Site URL | Full public site URL ending in /s/ |
| Company Footer Text For Email Template | Copyright or footer text |
| Company Header Image For Email Template | Full URL of your hosted company logo |
| Company Support Email for Email Template | Your support email address |
| Org Wide Email To Send Signature Request | Verified Organization-Wide Email Address |
| Send Signature Request Email Template Id | 18-character ID of DRTE: Action Required: Please e-Sign Your Document |
| Send Signed Document Email Template Id | 18-character ID of DRTE Action Complete: Your Signed Document is Ready |
| Auto Send eSign 2Signer Email_Templ Id | 18-character ID of the Second Signer template |
| Share PIN Email_Templ Id | 18-character ID of your cloned DRTE Your PIN to Sign Document template |
Troubleshooting
| The "Send Email" utility throws an error. Confirm the address in Org Wide Email To Send Signature Request is verified as an Organization-Wide Email Address in Salesforce Setup. Which fields can I skip? The deprecated fields (endpoint, gptversion, key) are no longer required. Where do I find a template's Record ID? Open the template from App Launcher > Email Templates > All Folders > DRTE Email Template and copy the 18-character ID from the browser URL. |
Knowledge Article Number: KA-00002