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  • General Structure

    The eSignAnywhere user interface, with standard appearance of a user having "Power User" and "Administrator" role:

    • Menu: on the left you find the menu
      • new Document: create a new document
      • Documents: your (or our teams) sent documents and documents you have to sign
      • Templates: your available templates
      • Clipboard: if you install the MS Office Plugin (available in the menu top right), you are able to directly upload documents to MS Word to your clipboard in eSignAnyWhere.
      • Settings: change your account or organisation settings
    • Main Area: different views, depending on which item has been selected in the menu, are shown in the main area. The different views are described in detail in the next chapters.
    • Help: The questionmark icon on top-right, directly next to the account-menu, allows to open the context specific product documentation.
    • Account-Action: also at the top right you find the account menu for account settings, issue reporting, Microsoft Office Plugin and log out


    Figure



    Description



    General Structure
    1. Menu
    2. Dashboard tiles and
    3. Elements of the main area; see next chapter.

    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 Launcher
  • Figure
    Description                                                       


    1. Menu
    2. View all apps

  • 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.

    • 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.


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