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Additional rules cover CC recipients, limits, and completion pack behavior for signers and non-signing recipients.",{"@graph":14,"@context":72},[15,34,55],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/general/","General",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/yoti-sign-salesforce-developer-documentation/195010/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/yoti-sign-salesforce-developer-documentation/195010.png","ImageObject",442,249,{"name":42,"@type":43},"Eliana","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-09-27","2026-09-03",true,{"@type":52,"interactionType":53,"userInteractionCount":30},"InteractionCounter",{"@type":54},"ViewAction",{"@type":56,"mainEntity":57},"FAQPage",[58,64,68],{"name":59,"@type":60,"acceptedAnswer":61},"What is the difference between no-auth and sign-auth authentication?","Question",{"text":62,"@type":63},"no-auth requires no Yoti scan and authenticates using access to the email. sign-auth requires a Yoti scan for the signature and adds the email_address attribute by default to the Yoti attributes list.","Answer",{"name":65,"@type":60,"acceptedAnswer":66},"Who is a SIGNER, and what happens to CC recipients?",{"text":67,"@type":63},"A SIGNER signs and receives a confirmation email. CC recipients receive the completion pack automatically, do not sign the envelope, and can only have name and email fields.",{"name":69,"@type":60,"acceptedAnswer":70},"What recipient field types are supported, and how are they configured?",{"text":71,"@type":63},"Supported types include text_field (requires a width greater than 0), signature (click to sign), checkbox_field, radio_field (can be grouped with tag group_name), and date_signed_field (auto-generated by the API in UTC and not a manual input).","https://schema.org",{"og:url":32,"og:type":74,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":76,"canonical":32},"index,follow",{"doc_id":78,"site_id":7},195010,1789960396,{"code":4,"msg":81,"data":82},"success",[83,88,93,98,103,108,113,118,123],{"id":84,"doc_module":22,"doc_module_name":25,"category_name":85,"show_sort_weight":86,"slug":87},11,"Presentations",90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},17,"Forms",40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":115,"show_sort_weight":116,"slug":117},18,"Letters",30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":121,"slug":122},21,"Paper Templates",5,"papers-templates",{"id":124,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":4,"slug":125},158,"general-158",{"code":4,"msg":81,"data":127},{"doc_id":78,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":124,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":30,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":99,"language":135,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":12,"update_tm":139,"read_time":121},4398048949847,"https://ap-avatar.wpscdn.com/avatar/400002536579ef2da7f?_k=1778318612642679267","| Version | Reason for change | Date |\n| --- | --- | --- |\n| 1 | First release | October 2022 |\n\n| Roles | Tag | Industry Type |\n| --- | --- | --- |\n| Signer | S | GENERAL |\n| Tenant | T | REAL_ESTATE |\n| Landlord | L | REAL_ESTATE |\n| Agent | A | REAL_ESTATE |\n| Guarantor | G | REAL_ESTATE |\n| Contractor | C | REAL_ESTATE |\n\n\n| Auth type | Description |\n| --- | --- |\n| no-auth | No Yoti scan required, authentication will be based on access to email |\n| sign-auth | A Yoti scan will be required for this signature. The email_address attribute is added by default to the list of Yoti attributes (yoti_attributes) even if no attributes are provided. |\n\n\n| Type | Description |\n| --- | --- |\n| SIGNER | User to sign and receive confirmation email. |\n\n| CC | User to receive the confirmation on signing automatically without signing.\u003Cbr>● CC recipients can only have the name and email fields.\u003Cbr>● CC recipients receive the same completion pack as the sender, but do not sign the envelope.\u003Cbr>● CC recipients can be signers, but the email address must be unique in the pool of CC recipients in the envelope.\u003Cbr>● There can be a maximum of 30 CC recipients, and 30 SIGNER recipients.\u003Cbr>● The number of CC recipients does not impact the limit on SIGNER recipients and vice versa. |\n| --- | --- |\n\n| Type | Description |\n| --- | --- |\n| text_field | This allows a recipient to enter free text, a width value must be specified alongside \"text_field\" to define the size of the field. Width is only applied to \"text field\" and must be greater than 0. |\n| signature | This is used to indicate a click to sign box. |\n| checkbox_field | This is used to generate a check box for the user to select. |\n| radio_field | This is set to generate a radio button for the user to select. Multiple\"radio_field\" tags can be grouped using \"tag group_name\" . |\n| date_signed_field | If selected- is auto generated by the Yoti Sign API to apply the date of when the signer submitted their signature to the document, in the position that a sender sets up during the sender flow. This is in UTC format and is not a manual input field. \"optional\" must be set to false if this field is configured. |","cbCair5ZzCzTAmYh","https://ap.wps.com/l/cbCair5ZzCzTAmYh","pdf",160273,"English","# Roles and Industry Types\n## Recipient roles\n## Industry type mapping\n# Authentication Options\n## no-auth\n## sign-auth\n# Recipient Types and Field Types\n## SIGNER type\n## CC behavior\n## text_field, signature, checkbox_field, radio_field, date_signed_field","[{\"question\":\"What is the difference between no-auth and sign-auth authentication?\",\"answer\":\"no-auth requires no Yoti scan and authenticates using access to the email. sign-auth requires a Yoti scan for the signature and adds the email_address attribute by default to the Yoti attributes list.\"},{\"question\":\"Who is a SIGNER, and what happens to CC recipients?\",\"answer\":\"A SIGNER signs and receives a confirmation email. CC recipients receive the completion pack automatically, do not sign the envelope, and can only have name and email fields.\"},{\"question\":\"What recipient field types are supported, and how are they configured?\",\"answer\":\"Supported types include text_field (requires a width greater than 0), signature (click to sign), checkbox_field, radio_field (can be grouped with tag group_name), and date_signed_field (auto-generated by the API in UTC and not a manual input).\"}]","Yoti Sign Salesforce - Developer Documentation | PDF",1788444684]