Salesforce Classic: How to Add Secured Signing Digital Signatures Step 1. Install the Secured Signing PackageGo to Secured Signing in the Salesforce App Exchange.Click Get It Now3. Login to Salesforce4. Choose the environment you wish to install. Production, Sandbox or Trial?Step 2. Connect Users & Setup PermissionsClick SetupSelect UsersChoose Permission SetsFind ‘Secured Signing Permissions’Manage AssignmentAdd AssignmentTick appropriate Users who will use Secured Signing for SalesforceClick Assign.Step 3. Add Secured Signing to your Salesforce ObjectsClick Setup – Search in the search bar the ‘Object’ where you would like to start a signing process from. For example, Lead, Account, Contact, Opportunity, Application or any Custom Object.Click Page LayoutsClick EditIn the page -> Click ButtonsDrag the ‘Start Secured Signing’ to Custom Buttons belowClick SaveStep 4. Connect Salesforce to your Secured Signing AccountLastly, you need to connect your Salesforce Environment to a Secured Signing AccountIn Setup, search ‘Visualforce’Select Visual Force PagesClick on the Middle Icon in greenClick ‘Connect’ to input your Secured Signing Account details to establish a system connection
Salesforce: How To Send A Document Template For Signing With FormFiller In this article we will show you how to send document templates for signing Step 1. Choose your document template(s) Click ‘Start Secured Signing’ button in the object it relates to. In the Secured Signing pop-up choose FormFiller Select the template or templates in the dropdown list you wish to send for signing. Click Start Sending. Note: If you are not the template owner, you will only see templates which have been shared with you. If you cannot see a template, contact your system admin. Preview the template Click ‘Next’ Step 2. Confirm the signing workflow Here, you can: Set a signing due date / time; Define a specific signing order. (Tick the Sequential box and drag green bar to change order.) Review the details of the invitees. Click Send button to send out the invitation and start the signing process! Additional Workflow Features Some additional workflow features includes: Edit Invitation Email Add personal messages, edit the subject line to send with the invitation emails,or select email template from the list Add Attachments Add document / flyer files/ handbook/ terms & conditions as attachments to send with the invitation emails. These are documents that do not require signing. Adding attachments to email invitation has no extra cost. Review Before Signing Tick this function if you want the invitee to read through the document fully before they are able to sign. This will add an action to the audit log. Note: To enable different workflow options, you need to activate them first in your Secured Signing Account Settings. In Secured Signing, go to ‘My Account’ -> My Settings to enable the different workflow features.
Building Templates with Salesforce Fields How to Build FormFiller Templates with Salesforce FieldsAutomise existing forms by building templates with Salesforce fields and Secured Signing FormFiller.Digital templates can include Salesforce fields! With two way data flow, you can push Salesforce information into your documents. Also collect new information from your customers and automatically update their Salesforce record effortlessly.Step 1. Upload your Template Document to SalesforceClick ‘Upload File’ in the Salesforce record where the templates relates to.Step 2: Create & Design your New TemplateClick ‘Start Secured Signing’ button in Salesforce objectChoose ‘Create New Template’In the document list, choose the template file you have uploaded in step 1. Click start.Start Designing your template:Add Field(s)By default, the integration grabs fields related to current Salesforce record.Or you can insert Secured Signing fields:Text BoxMulti Line Text BoxCheckboxRadio ButtonDatepickerDrop Down ListFile Upload ButtonMore Field SettingsIf you are using Salesforce fields, for each one you can choose if you want to allow:Show Salesforce Value – If this field has a value, do you want to push the data into the document.Edit Field- Can the invitee edit this data? If not, it will be a read only field.Update Salesforce Value – Do you wish to push new data or amended data back to Salesforce record.Form Logic – Validation: Decide the logic of filling in this template. For each field you add, is it a mandatory field and if yes, why who? The invitee or the sender? If you leave this blank, it means the document can be signed without having to input data into this field.Field Label – to help the invitee fill in the template, give each field a label. You can select from a list of common labels or type your own. Via the integration, the system picks up the Salesforce field label automatically.Note: There is no limit to the number of fields you can use in a document template. You can also combine Salesforce fields with Secured Signing fields.Add signature(s)Select page on which to put signatures.Select invitee role (for example, contact, current login depending on the Salesforce object) who needs to sign this document.Click to signatures to add to current page.Drag the signature to right place.How to remove selected signature or fieldIf a signature or field has been placed by mistake, you can click it to select and click the red Remove button to delete it.Preview the templateBefore saving the final version of your template, click the blue Preview button to see your template design.Click ‘View PDF Version’ to see how the data converts to pdf. You need to put data in the fields to be able to test this.Step 3. Save TemplateOnce you have completed designing your template, Click ‘Save as Template’ in the top toll bar.Here, you can:Give the template a nameSelect the Signed Document NameChoose if you’d like to get template data after it signed in CSV FileClick Save button to save the template.How to share template(s) with other usersGo back to the template grid to send the template to sign
Salesforce: Use Secured Signing Digital Signatures with the Salesforce Community Portal You can use Secured Signing together with Salesforce Community Portal.This means, instead of your invitee receiving an email invitation to sign your documentation they will be notified that a new document(s) is waiting to be signed in their community portal. Once the login with their own credentials they can begin the signing process.They can also view all signed their signed documents in their community profile.In this article, we will show you how to setup Secured Signing within the Community Portal function.Step 1. Enable Community for your organization.Search Salesforce support documentation for further instructions on this.Step 2. Enable Secured Signing in Community Portal for New Community UsersNext, in Secured Signing Settings, Go to Settings Tab.Tick Enable for ‘Contact by Default Signs in Community Portal’Step 3. Turn on Secured Signing Permission in your Community Portal for Existing Community UsersIn Setup, Click Users, Choose Permission SetsSelect ‘Secured Signing Invitation Permissions’Click ‘Manage Assignments’. Tick next to the existing users you wish to add access to Secured Signing with Community Portal.Once selected, click Add Assignment.Step 4. Design Community Portal with Secured Signing componentSecured Signing Invitation List component will be in the list when you design your community portal. You can drag and drop this component into your portal designer. Refer to Salesforce resources for more about how to build your community portal.
Automate Sending Documents in Salesforce How to use Triggers to Automate sending Documents in Salesforce. You can automate the document sending process for your team by using ‘Triggers’ in Salesforce to automatically send out certain document templates or packages.In this article we will show you how you can setup & manage these triggersStep 1 – Build Your Document TemplatesUsing Secured Signing’s FormFiller Tool you can create your own document templates using Salesforce fields. You can build an unlimited number of document templates.Read Article – FormFiller, How to Build Document Template for further instructions.Step 2 – Select the Templates and Signing Invitations to be TriggeredGo To ‘Secured Signing Settings’Choose Settings Tab. Choose the Template(s) you want to automate and move the to the selected column.Step 3. Create the Trigger Rule/ProcessIn Setup, go to ‘Object Manager’.Choose the object which the trigger relates to.Click on ‘Triggers’ from the menu on the left hand side bar.Select your community and add the Trigger Code that relates to Secured Signing as below.Note: You will need to amend the code depending on the action or changes that you want to setoff the trigger. The trigger will automatically send the document package for signing that created in step 2.
Salesforce: Adding Digital Signing To Salesforce Integrate your Salesforce account with Secured Signing & get access to all-in-one digital signature software. Securely send documents & contracts to people for signing & store the signed + sealed documents automatically in Salesforce. Watch this overview video to learn more:
Microsoft Word: Uninstall Secured Signing Plugin on Microsoft Word Desktop Step 1: Go My Add-ins popup In Insert tab > Click My Add-ins button to load My Add-ins popup. In My ADD-INS list, you will find Secured Signing for Word, mouse hover it, then click the … Step 2: Confirm removing action Click Remove menu item. Confirm to remove by click remove button in the popup
Microsoft Word: Uninstall Secured Signing Plugin on Microsoft Word Online Watch our video demo below. Step 1: Go Office Add-ins popupIn Insert tab > Click Office Add-ins button to load Office Add-ins store.In My ADD-INS, you will find Secured Signing for Word, mouse hover it, then click the …Step 2: Confirm removing actionClick Remove menu item.Confirm to remove by click remove button in the popupClick Refresh link to force plugin to be cleaned from current environment. Watch our demonstration on How to Uninstall Secured Signing Word plugin on Word Online
Microsoft Word: Install Secured Signing Plugin on Microsoft Word Online Step 1: Open Word Online version Open word online in web browser (you must already login in Office365 account) Open any word document to load Word Online ribbon (Menu/Tabs). Step 2: Click Office Add-ins button. In Insert tab > Click Office Add-ins button to load Office Add-ins store. Step 3: Find/Add Secured Signing plugin In the Office Add-ins Store popup, search secured signing in the search box. Then in the filtered list, you can find Secured Signing for Word, click Add button. Step 4: Added Secured Signing plugin Now Secured Signing for Word plugin has been successfully installed.
Microsoft Word: Install Secured Signing Plugin on Microsoft Word Desktop Watch demonstration video below.Step 1: Open Word Desktop versionOpen Word Desktop version in your Windows/MacStep 2: Click Get Add-ins button.In Insert tab > Click Get Add-ins button to load Office Add-ins store.Step 3: Find/Add Secured Signing pluginIn the Office Add-ins Store popup, search secured signing in the search box.Then in the filtered list, you can find Secured Signing for Word, click Add button.Step 4: Added Secured Signing pluginNow Secured Signing for Word plugin has been successfully installed. Watch demonstration video about:How to install Secured Signing Plugin on Microsoft Word Desktop