How to Add Secured Signing to Salesforce – Lightning

Step 1. Install the Secured Signing Package

1. Go to Secured Signing in the Salesforce App Exchange.
2. Click Get It Now

3. Login to Salesforce

4. Choose the environment you wish to install. Production, Sandbox or Trial?

Step 2. Connect Users & Setup Permissions

1. Click Setup
2. Select Users
3. Choose Permission sets
4. Find ‘Secured Signing Permissions’
5. Manage Assignment
6. Add Assignment
7. Tick appropriate Users who will use Secured Signing for Salesforce
8. Click Assign.

Step 3. Add Secured Signing to your Salesforce Objects

1. Choose your ‘Object’ where you would like to start a signing process from. For example, Lead, Account, Contact, Opportunity, Application or any Custom Object.
2. Click Edit Page
3. This will open the page designer
4. Drag ‘Start Secured Signing’ Button & ‘Secured Signing Documents’ to where you would like it displayed on your Object
5. Click Save
6. Click Activation

7. 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 Account

1. Lastly, you need to connect your Salesforce Environment to a Secured Signing Account
2. In App Launcher, search ‘Secured Signing Settings’
3. In Settings, click ‘Connect’ button

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