Salesforce Lightning: 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. Choose your ‘Object’ where you would like to start a signing process from. Lead, Account, Contact, and Opportunity are available by default.

   
   For some objects like Case or Custom Object, you will need to add a lookup field in SecuredSigning_Document__C.
   
   E.g. 

   Go to your Setup > Object Manager > Secured Signing Document > Fields & Relationships, and create a new 
   

   Create the lookup field.
   

   Select the object from the drop down, e.g. Case.
   

   Check the label is correct and that the relationship is correct and complete the steps.
   

    

    

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: