Configure Sharing Rules for Guest User

Published on February 6, 2026 DRTE

Configure Sharing Rules

Sharing rules ensure guest users can only access documents intended for them.

To create sharing rules:

1. Navigate to Setup → Sharing Settings

1. Create sharing rules for both:

• E Signature Log/Signed Document
• E Signature Request

1. For each object:

• Click New
• Set Rule Type to "Guest User Access"
• Define criteria (e.g., token not null and status is sent) exactly shown in the screen shot below.

Knowledge Article Number: KA-00084