After the eSignAnyWhere connector installation, a Salesforce admin user must apply some simple configurations before starting to use with this app.
This is the only mandatory configuration to set before starting Mandatory configurations to enable your organization to use the connector:
- Configure the eSAW instance and defaults values in Application Setting tab - Guide: Application Settings.
- Configure the users Permission Sets to enable your collegues to use the connector - Guide: Permission Sets Configuration.
Optional Configurations usefull to use the connector:
- Configure the info to automatically retrieve eSAW recipient from Salesforce Objects (note that Contact, Lead and User are preconfigured) - Guide: Recipient Settings.Configure the users Permission Sets to enable your collegues to use the connector - Guide: Permission Sets Configuration.
- Configure your eSAW instance to enable the sign of envelopes directly from the connector - Guide: Host Sign Configuration.
- Configure the 'Send for Signature' action in SalesForce object that you whan to use of starting point to send envelopes - Guide: Sending Envelope From Parent Record Configuration
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