Configured Source DocTypes
Configured Source DocTypes
Before anyone can send a signing request straight from a document (a Contract of Employment, a Leave Application, a Site Transfer Form...), that DocType needs a row in Frappe Sign Settings -> Configured DocTypes.
Open the row editor (the pencil icon on a row, or Add Row for a new one):
Each row configures:
| Field | What it does |
|---|---|
| Source DocType | Which DocType this row applies to. |
| Default Print Format | The Print Format used to render the source document to PDF. Filtered to Print Formats that actually belong to the chosen Source DocType. |
| Enabled | Turns this DocType on/off as a signing source without deleting the row. |
| Required Sender Role | If set, only users with this role see the "Create Signing Request" button on this DocType. |
| Require Template / Default Template | Force senders to build the request from a pre-defined field layout - see Templates. |
| Attach Signed PDF To Source | When checked, the final signed PDF is attached to the source document once its request completes. Off by default. |
| Attach Signed PDF Field | Only shown once the checkbox above is on - a Select listing only the source DocType's own Attach/Attach Image fields, so you can pick exactly where the signed PDF should land on the record. Leave it blank to just attach the PDF as a private file, without setting any specific field. |
| Allow Submit Source On Completion | When checked, the source document is submitted automatically (if it's submittable and still a draft) once its signing request completes. |
Both of the "on completion" settings are snapshotted onto each Frappe Sign Request the moment it's created - so changing the Settings row later never retroactively changes a request that's already in progress. You can also see (and, before the request is sent, override) both fields directly on the Frappe Sign Request itself - see the Attach Signed PDF To Source / Attach Signed PDF Field fields in Creating a Request - From a Frappe Document.
Next: give each signer a Signer Profile.