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After the eSignAnyWhere

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• Open eSignAnyWhere app from Salesforce App Launcher

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• Fill eSAW URL field and press 'Login' button

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• • 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.

• • One api per organization: select this option if you want that all Salesforce users use the same eSAW account.

If you select this option, you have to add here the shared eSAW api token.

• Set all default settings according your own preferences and press 'Save' button

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• • Default language for recipients: you can define the default languages set for all recipients. (Be sure to set a language configured in your eSAW instance).This value can be modified in each recipient.
  • Maximum days until expiration: this is the maximum number of days set until envelopes expiration. (Be sure to set this value according to the value set in your eSAW instance).
  • Default days until expiration: this is the default number of days set until envelopes expiration. (Be sure to set this value according to the value set in your eSAW instance). This value can be modified in each envelope.
  • Preview by default: If you choose this option, all envelopes will be created by default with preview enabled. This value can be modified in each envelope.

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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