Salesforce Lightning: How to Send a Document for Signing With WeSign In this article we will cover how to upload and send a document(s) for signing in Saleforce Step 1. Upload document(s) for signing Choose the object you need to send a document for signing, in this example we have used ‘A Contact’. Upload your document or documents for signing first, Click ‘upload file’ in the notes & attachments session. Note: You can select multiple documents and invitees can sign them at one time. Secured Signing supports following document types: PDF Documents (.pdf) Rich Text Documents (.rtf) Microsoft Word Documents (.docx, .doc) Microsoft Excel Documents (.xlsx, .xls) OpenDocument Files (.odt, .ods) Step 2. Start a Signing Process Now you are ready to start a signing process, click ‘Start Secured Signing’ button In the Secured Signing Menu choose ‘WeSign’ Select the document or documents that require signing. Note: If you select multiple this will create a package. Click ‘Start WeSign’ Step 3. Prepare your document Navigate to the right page(s) where a signature is required. Use the navigation bar on the right or the drop down menu at the top. To Add your invitee (person that needs to sign) click ‘Add Invitee Signature’ You will see a list of all individuals related to the Salesforce object you are in, in this example a contact record. Select the right invitee & position the signature box in the right place. You can also add people to sign who’s details are not in Salesforce by choosing ‘Add New Invitee Signatures’ to add their details manually. This include Email, First Name & Last Name. To add a field, by default the integration grabs fields related to Salesforce record, you can also insert Secured Signing Fields such as: Text Box, Multi Line Text Box, Checkbox, Radio Button, Date picker, Drop Down List and File Upload Button. Once you’ve positioned all signatures and fields click ‘NEXT’ Need to Remove signature or field If a signature or field has been placed by mistake, you can select it and click the ‘Remove’ button to delete it. Step 4. Set the Signing Workflow Click Next to open the signatories ‘Invitation Workflow’ popup and prepare the signing process. 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. The invitee will get the email and a document record will be added into your document list in Secured Signing tab to follow up the process. 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.
Salesforce: How to Manage & Monitor a Signing Invitation In this article we will show how to manage a live signing processTo keep up with a signing process, follow these steps.Step 1. Go to the Salesforce Object that you sent the signing invitation fromStep 2. Find ‘Secured Signing Document’ section.In a glance you can see the Status of each document. To view more detailed information click ‘View Progress’. In this pop up you can: Extend the Due Date Copy additional parties to the signing process Amend the invitee details or replace them all together Remove invitees Send a manual reminder
Salesforce Lightning: 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 ObjectsChoose your ‘Object’ where you would like to start a signing process from. For example, Lead, Account, Contact, Opportunity, Application or any Custom Object.Click Edit PageThis will open the page designerDrag ‘Start Secured Signing’ Button & ‘Secured Signing Documents’ to where you would like it displayed on your ObjectClick SaveClick Activation7. Save as ‘Org Default’ for all users.Note: You will need to follow Step 3 – Add Secured Signing for your Salesforce Object for each object individually for those which you wish to start a signing process from.Step 4. Connect Salesforce to your Secured Signing AccountLastly, you need to connect your Salesforce Environment to a Secured Signing AccountIn App Launcher, search ‘Secured Signing Settings’In Settings, click ‘Connect’ button:
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.
Salesforce: How to Build a Document Template with Salesforce Fields & FormFiller In this article we will show you how to take existing forms or documents that you use over & over again and convert them into digital templates. These 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 Salesforce Click ‘Upload File’ in the Salesforce record where the templates relates to. Step 2: Create & Design your New Template Click ‘Start Secured Signing’ button in Salesforce object Choose ‘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 Box Multi Line Text Box Checkbox Radio Button Datepicker Drop Down List File Upload Button More Field Settings If 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 field If 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 template Before 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 Template Once you have completed designing your template, Click ‘Save as Template’ in the top toll bar. Here, you can: Give the template a name Select the Signed Document Name Choose if you’d like to get template data after it signed in CSV File Click Save button to save the template. How to share template(s) with other users Go 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.
Salesforce: Use Triggers in Salesforce to Automate Sending of Documents for Signing 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: