- Open eSignAnyWhere app from Salesforce App Launcher
- Complete all requested configurations and press '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.
- 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.