Configure Sharing Rules for Guest User
Published on February 6, 2026 DRTE
Configure Sharing Rules for Guest User Access
Sharing rules ensure guest users can only access the documents intended for them. Follow the steps below to create guest user sharing rules for the E Signature objects.
| What you will configure | Sharing rules for E Signature Log/Signed Document | Sharing rules for E Signature Request | Rule Type: Guest User Access |
Step-by-Step Instructions
Step 1: Open Sharing Settings. Navigate to Setup → Sharing Settings.
Setup → Sharing Settings
Step 2: Create sharing rules for both objects. You need a rule set for each of the following:
- E Signature Log/Signed Document
- E Signature Request
Step 3: Configure each rule. For each object:
- Click New.
- Set Rule Type to "Guest User Access".
- Define the criteria (for example, token is not null and status is sent), exactly as shown in the screenshot below.
Sharing rule criteria for Guest User Access
| Important | Match the criteria exactly as shown in the screenshot. Incorrect criteria can expose documents to guest users who should not see them, or block access for those who should. |
Quick Reference
| Setting | Value |
| Location | Setup → Sharing Settings |
| Objects | E Signature Log/Signed Document; E Signature Request |
| Rule Type | Guest User Access |
| Example Criteria | Token not null and status is sent |
Knowledge Article Number: KA-00084