Create E-Signature Site

Create E-Signature Site

Create a public-facing site where external signers can view and sign documents.

To create the site:

  1. Navigate to SetupDigital ExperiencesAll Sites
  2. Click New Site
  3. Select "Build Your Own (Aura)" template
  4. Name your site (e.g., "DRTE_Sign_Site")


  1. Open the site in Builder
  2. Change the home page theme to DRTE EsignThemeForExperienceSite with only one content region on the page.



  1. Drag the "Dynamic Rich Text Editor for Guest User" component onto the home page.



  1. In Advance, Edit Head Markup, and add below style tag to remove extra spaces around the DRTE component to give a full page view. 

<style>

    .cCenterPanel{

        padding-left:0px!important;

        padding-right:0px !important;

        margin-top:0px !important;

    }

</style>


  1. In settings, enable "Guest users can see and interact with the site without logging in"



Step 8: Configure Guest User Permissions

To set guest user permissions:

  1. Access the Guest User Profile from Builder settings

  1. Assign the "DRTE guest user" permission set

  1. Activate the site



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