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eSignAnyWhere Salesforce Connector - Configure Permission Sets for other users


  • You can enable  Salesforce users to use eSignAnyWhere connetor assigning them appropriate permission sets.

There are two permission sets with different privileges:

    • Namirial User
      • Access to eSignAnyWhere application via App Launcher.
      • Home - Can't see envelope reports.
      • Envelopes - Full management: Create, Read, Update, Send, Send Reminder, Cancel, Delete, Restart, Host Sign.
      • User Settings - Configure 
    • Namirial Administrator - include all Namirial User privileges and these additional privileges: 
      • Home - Can also see envelope reports.
      • Application Settings - Configure eSignAnyWhere target instance and default Salesforce connector settings.
      • Recipient Settings - Configure Salesforce objects used as recipient sources.

Configure the Opportunity to Sign the envelope directly in the connector:

to whitelist the url used to sign the document in IFrame you have to:

  • download configuration.zip file here

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  • unzip the downloaded configuration.zip file
  • update the global_variables.xml file as follow (replace 'https:/demo.esignanywhere.net' with your target eSAW instance)

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  • zip the content of the unzipped folder

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  • upload the new created zip file in eSAW

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