After the eSignAnyWhere connector installation, a Salesforce admin user must apply some simple configurations before starting to use with this app.
This is the only mandatory configuration to set before starting Mandatory configurations to enable your organization to use the connector:
- Configure the eSAW instance and defaults values in Application Setting tab - Guide: See also the Application Settings for detailed information.
Optional Configurations usefull 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) - Guide: Recipient Settings.Configure the users Permission Sets to enable your collegues to use the connector - Guide: Permission Sets ConfigurationSee 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 the "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
| Children Display |
|---|