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 beefore starting to use the connector:
- Configure the eSAW instance and defaults values in Application Setting tab - Guide: Application Settings.
Optional Configurations usefull 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 Configuration.
- Configure your eSAW instance to enable the sign of envelopes directly from the connector - Guide: Host Sign Configuration.
- Configure the SalesForce object that you whan to use of starting point to send envelopes - Guide: Sending Envelope From Parent Record Configuration