Below is a comprehensive guide detailing the process of accessing the SalesForce app launcher and locating the desired eSignAnyWhere app within it. Additionally, you will find a step-by-step instructions on configuring the application settings to tailor them to your specific requirements.
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Open Salesforce App Launcher
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General Structure
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- Menu
- Dashboard tiles and
- Elements of the main area; see next chapter.
Compact View
If you want to have more space for designing documents, you can enable a compact view by collapsing the menu. Just click on the arrow symbol in the menu bar at the top.
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Open eSignAnyWhere app
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- Complete all requested configurations and click 'Save' button
- eSAW URL: is the url of the eSAW instance of your organization.
if you want to test the Salesforce connector using a eSAW free trial instance, you can create a new account using the 'create account' link under the 'Login' button.
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Configure the Application Settings
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This feature is deprecated and it will be removed soon.
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