After the eSignAnyWhere
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- Open eSignAnyWhere app from Salesforce App Launcher
- Fill eSAW UTL field and press 'Login' button
- Set all default setting according your own preferences and press 'Save' button
connector installation, a Salesforce admin user must apply some simple configurations before starting to use this app.
Mandatory configurations to enable your organization to use the connector:
- Configure the eSAW instance and defaults values in Application Setting tab - See also the Application Settings for detailed information.
Optional configurations useful to use the connector:
- Configure the info to automatically retrieve eSAW recipient from Salesforce Objects (note that Contact, Lead and User are preconfigured) -See also the Recipient Settings.
- Configure your eSAW instance to enable the signing of envelopes directly from the connector - See also the Host Sign Configuration.
- Configure "Send for Signature" action in SalesForce object that you want to use as starting point to send envelopes - See also the Sending Envelope From Parent Record Configuration.
Overview
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