How to Install E-Sign for Salesforce

Step 1

Once you have downloaded the E-Sign plug in, click ‘Install for Admins only’.

Step 2

Ensure that you grant access to the third-party E-Sign platform.

Step 3

Here you will be prompted to the E-Sign Set up page. To authenticate your E-Sign account, click ‘Configure’.

Step 4

Here you will have the option to login to your E-Sign account. A pop-up window will appear, promoting you enter your login details.

Step 5

Once you have entered your E-Sign login details, click ‘Next Step’.

Step 6

Click ‘Authorise’ to grant access to your E-Sign account.

Step 7

You will then be required to re-enter your Salesforce login details. You may also be required to verify your identity using an Authenticator app.

Step 8

To enable the ‘Send with E-Sign’ button, click ‘Configure’.

Step 9

To complete this step and create a Remote Site in your Salesforce organisation, click ‘Create Remote Site’.

Step 10

Once this is completed, you will be required to choose the Salesforce object in which the ‘Send with E-Sign’ button will appear.

Step 11

Please select the object(s) that you wish to have the Send with E-Sign button available. For example, opportunity, leads and accounts.

Step 12

Once complete, you have the ability to assign users and give your team access to E-Sign features within their Salesforce account.

Step 13

Here you can assign users and permissions for your team members.

Step 14

Click ‘Authorise E-Sign‘ to set up Salesforce site. This will enable E-Sign to notify Salesforce of events in the document lifecycle.

Step 15

Now you will be set up, and ready to start sending documents for signature within Salesforce.

How to Install E-Sign for Salesforce