Salesforce Classic: How to Add Secured Signing Digital Signatures


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. Click 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.
  2. Click Page Layouts
  3. Click Edit
  4. In the page -> Click Buttons
  5. Drag the ‘Start Secured Signing’ to Custom Buttons below
  6. Click Save

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 Setup, search ‘Visualforce’
  3. Select Visual Force Pages
  4. Click on the Middle Icon in green
  5. Click ‘Connect’ to input your Secured Signing Account details to establish a system connection

Do you need anything else?