Check two Salesforce settings for PDF documents
How to do it in Simple Signature, one step at a time.
Last updated 9 Oct 2026
Paid version only. These steps do not count in the setup progress.
PDF documents need two Salesforce settings. Each one changes the whole org. Ask the admin who looks after security settings before you change them.
Untick Adopt updated CSP directives.
Open Setup. In the Quick Find box, type Session Settings. Click Session Settings. Untick Adopt updated CSP directives. Click Save.
Reload the page. Check that the box stays unticked. If it is ticked again, untick it and save again.
With it ticked, some browsers cannot edit or preview Google Docs templates inside Salesforce.
Set .pdf files to Execute in Browser.
Open Setup. In the Quick Find box, type File Upload and Download Security. Click it. Click Edit. In the row for .pdf, set the download behavior to Execute in Browser. Click Save.
The signing page can then show the PDF to sign. With another value, the browser downloads the PDF.
Applies to
Simple Signature 5.8.x, paid version. These steps come from the tested Simple Signature implementation guide, where they sit with the steps before and after them.
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