After the eSignAnyWhere connector installation, a Salesforce admin user must apply some simple configurations before starting to use with this app.
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.
- See also the Application Settings for detailed information.
Optional configurations useful 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: See also the Recipient Settings.
- Configure your eSAW instance to enable the sign signing of envelopes directly from the connector - Guide: See also the Host Sign Configuration.
- Configure '"Send for Signature' " action in SalesForce object that you whan want to use of as starting point to send envelopes - Guide: See also the Sending Envelope From Parent Record Configuration.
Overview
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