- General Structure
Open Salesforce App Launcher
Figure
Description
Description
- Menu
- View all apps
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. Open eSignAnyWhere
app from Salesforce App Launcherapp
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- Menu
- View all apps
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Configure the Application Settings
Figure
Description
- Application Settings tab
- Your organization eSAW instance url
- This feature is deprecated and it will be removed soon. Select
- 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.
- 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.
This feature is deprecated and it will be removed soon.
- Link to create a a new eSAW free trial instance.
- Default
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 - 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 - 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.