CC/Observer Feature - Addon

Published on June 3, 2026 DRTE

DRTE CC/Observer Feature: Setup and Configuration Guide

This guide explains how to set up and configure the CC/Observer feature. It allows non-signing stakeholders to view the progress and final version of e-signature requests in real time.

What you will set up: the CC_Observer managed package and permission sets, the E-Signature Request page layout, the observer email template and DRTE Settings, an Experience Cloud "Observe" page, and guest user access.

Prerequisites

1. The CC_Observer managed package (namespace drte_ext, publisher CodeyLabs) installed in your org
2. Admin access to Salesforce Setup, Object Manager, and Experience Builder
3. An existing E-Signature Portal Experience Cloud site

Phase 1: Verify the Package and Assign Admin Access

Step 1. Navigate to Setup > Installed Packages and verify the CC_Observer managed package is installed under the drte_ext namespace. Confirm the publisher is listed as CodeyLabs.

Salesforce Setup > Installed Packages showing CC_Observer

Step 2. Locate the DRTE Observer - Admin User permission set. This is critical for users who will manage observer records and configuration.

List of Permission Sets with an arrow pointing to DRTE Observer - Admin User

Step 3. Assign the Admin permission set to the appropriate users. Without it, users will not have the necessary CRUD permissions for the observer objects.

Successful assignment of the DRTE Observer - Admin User permission set

Important: Users who manage observers cannot create or edit observer records until the Admin permission set is assigned.

Phase 2: Update the E-Signature Request Page Layout

Step 4. Go to Object Manager and select the E-Signature Request object. You will modify the page layout to include the observer related list.

Object Manager for E-Signature Request

Step 5. In the Page Layout editor, click Related Lists and drag the E Signature Observers related list onto the page layout. This lets signers and admins see who else has access to view the document.

Page Layout editor with the E Signature Observers related list

Step 6. Save and verify the layout. You should now see the E Signature Observers section, which includes the Observer Name, Contact, Status, and the unique Observer URL sent to the stakeholder.

E Signature Observers related list on the record page

Phase 3: Configure the Observer Email Template

Step 7. Open the App Launcher and search for Email Templates. You need to identify the template used for observer notifications.

Email Templates in the App Launcher

Step 8. In the DRTE Email Template folder, find DRTE: Action Required: Review Request - Observer Access. This template contains the secure link for your observers.

DRTE Email Template folder with the Observer Access template

Step 9. Open the template and copy the unique ID from the URL (the string starting with 00X). You need this ID for the Custom Settings in the next steps.

Template ID in the browser URL

Step 10. Go back to Setup and search for Custom Settings. Click Manage next to DRTE Settings. This is where you link the engine to your email template.

Custom Settings with Manage next to DRTE Settings

Step 11. Find the Observer Email Template Id field and paste the ID you copied earlier. This tells the system which template to use when a new observer is added.

Observer Email Template Id field in DRTE Settings

Phase 4: Create the Observer Page in Experience Cloud

Step 12. Navigate to All Sites and click Builder for your E-Signature Portal.

All Sites with the Builder option for the E-Signature Portal

Step 13. In Experience Builder, open the Pages menu at the top and click + New Page at the bottom of the dropdown.

Pages menu with the + New Page button

Step 14. Select Standard Page. This creates a clean, custom layout that is not tied to a standard Salesforce record detail.

Standard Page option

Step 15. Choose New Blank Page for full control over component placement without default clutter.

New Blank Page option

Step 16. For the content layout, select EsignThemeForExperienceSite. This ensures the observer view matches the branding and styling of your signing portal.

Layout selection showing EsignThemeForExperienceSite

Step 17. Name the page Observe. The URL should be /observe. The system appends this path to your site URL to generate observer links.

Page name Observe with the /observe URL

Step 18. From the Lightning Components palette, find the DRTE - Observer View custom component and drag it into the main content area of the new page.

DRTE - Observer View component in the page content area

Do not be alarmed by "Access Denied" in the builder. This is normal because there is no active token in the URL during configuration. The component is active and waiting for a valid request.

Access Denied message displayed in Experience Builder

Step 19. Click Publish. Once live, any new E Signature Observer record you create automatically triggers an email to the stakeholder with a secure link to this page.

Publish button in Experience Builder

Phase 5: Grant Guest User Access

With the site published, make sure guest users have the right permissions to view the documents.

Step 20. In Experience Builder, go to Settings, then General, and click the Guest User Profile link. This opens the profile in Salesforce Setup.

Guest User Profile link in Experience Builder Settings

Step 21. Click View Users to open the guest user record.

View Users button on the guest user profile

Step 22. Assign the guest permission set. Open the permission set assignments for the guest user.

Permission Set Assignments for the guest user

Step 23. Locate the DRTE Observer - Guest User permission set. It is pre-configured with the minimum read-only access to the observer and request objects for external stakeholders.

DRTE Observer - Guest User permission set in the list

Step 24. Assign the DRTE Observer - Guest User permission set to the guest user.

Assigning the DRTE Observer - Guest User permission set

Guest user with the permission set assigned

Phase 6: Set the Observer Site Page Name

Step 25. This is the most important step. Go to DRTE Settings (Custom Setting), click Manage, and edit the org-wide record to define the Observer Site Page name. In this example, enter observe in the Observe Site Page field.

DRTE Settings org-wide record with the Observer Site Page field

Setup complete. When a new E Signature Observer record is created, the stakeholder receives an email with a secure link to the Observe page and can follow the e-signature request in real time.

Quick Reference

Video Walkthrough

https://www.youtube.com/watch?v=LgF_BQbxm44

Knowledge Article Number: KA-00222