User Installation Guide | Sign Made Easy

Prerequisites

Supported in professional and group addition orgs.
Need to Assign Permission Sets ( Sign Made Easy business user/Sign Made Easy Admin User).

Conﬁguration and Permission

After installing the Sign Made Easy app, you should be on the ‘Homepage’ of the app

Upon clicking on “Org Configuration”, you’ll encounter two options: “Configure SME” and “Check Status”.

Conﬁgure SME

Step 1 : selecting “Configure SME” initiates the connection with the app.

Step 2 : Create a Custom Button from Button Creation Configuration settings.

Select a Sobject name and enter Button label, then click on “Create custom button”. Now that your button has been created, you can proceed to add it to the page layout.

Step 3: Navigate to Account Object

Navigate to the Gear icon, click on “Setup,” then proceed to “Object Manager”, and finally select the “Account” label from Object Manager.

Next step 4: Access Page Layouts.

Access “Page Layouts” and choose “Account Layout”.

Step 5: Add Custom Buttons to Layout

Locate the Buttons you’ve created, then drag and drop them into the Salesforce Mobile and Lightning Experience Action section, saving your changes afterward.

Next step 6: Access the Account via App Launcher

Open the app launcher, search for “Account”, and select it.

Step 7: Utilize Custom Button

Utilize the button you have created within the account for signing the document.

Step 8: Explore Business Unit Configuration

Click on “Business Unit”. Utilize it for organizing and managing different aspects of business operations including “Add New Business Unit”.

Next Step 9: Business Unit settings

In this setting, you will find three options:

Business Unit Name: Set the display name and API name for the business unit.

Business Unit Status: Choose to activate or inactivate the business unit.

Company Logo: Upload the company logo.

Next Step 10: Edit Business Unit

Defines the subject field and the content displayed in the body of emails sent from Sign Made Easy.

Step 11: Contact Information Fields: Specifies the contact information displayed at the bottom of emails sent from Sign Made Easy.

Company
Address
City
State
Zip/Postal Code
Country
Phone Number
Website

Next Step 12:Notification Email Settings

Notification emails can be customized for both the user and the sender.

Step 13: Utilize Multiple Business Units

Enable the feature and select a specific Business Unit for each Sign Transaction within the Advanced Options section.

Next Step 12: Configure Basic Tag Settings

Navigate to “Basic Tag Configuration” to set tags as Required or Optional, then save your configuration.

On this page, first, go to the Object Manager and search for “Sign Transaction.” In the left sidebar, select “Fields & Relationships.”

Click the “New” button to create a new Lookup field. Choose the related object that you want to link to “Sign Transaction.”

Optionally, you can bypass this step if the Sobject falls under Account, Contact, Lead, Opportunity, Contract, or Case

Next Step 13: Set up Write Back Configuration

Set up Write Back Configuration by accessing the appropriate page, selecting an Object for a quick search, choosing the needed fields, and saving your settings.

Next Step 14: Return to Accounts Setup

Return to Accounts Setup by going to Setup and accessing “Accounts” for further process

Adding Document for Esigning

Step 15 : In this page First, you can Add Document

To search for ﬁles in Salesforce and upload ﬁles like PDFs, DOCs, or DOCXs, ﬁle you can also drag and drop the ﬁles.
Now, You can show all documents lists and you can select multiple documents you want for eSignature.
Now click on the toggle button to only show selected available documents.
The size of all documents after Sign completion must not exceed 15 MB.

Adding Recipients

Step 16 : Now the second Option is Add Recipients:

Search the Salesforce object Contact.
If the Recipient is not a contact user in salesforce, Click on Create new recipient and complete the required ﬁelds to add a non-salesforce Recipient.

Step 17 : At this step, you should be on the Add Document page. You will see the Document and Recipient.

In the Recipient, the Role has three Options.

Signer
In Person
CC

Signer : You can choose multiple signers. Click on the preview tag, proceed to the next page, and add the necessary signature tags to the document.

Afterward, click the ‘send’ button. The document will then be displayed in the email of the recipient you have added.

If you have not added the tags you can directly send the document in the Email from the add document page and click on the send button.

In Person Signing : You can choose the InPersonsigner, click on the preview tag,proceed to the next page and add the necessary signature tags to the document. After clicking on the Being In Person button. The document will be displayed on the next page and you have to complete the signing. Now the complete sign Email is sent to your email of the recipient you have added.

In this page First, you can Add Document

To search for ﬁles in Salesforce and upload ﬁles like PDFs, DOCs, or DOCXs, ﬁle you can also drag and drop the ﬁles.
Now, You can show all documents lists and you can select multiple documents you want for eSignature.

Now click on the toggle button to only show selected available documents

Now the second Option is Add Recipients:

Search the Salesforce object Contact.
If the Recipient is not a contact user in salesforce, Click on Create new recipient and complete the required ﬁelds to add a non-salesforce Recipient.

If you have not added the tags you can directly send the document in the Email from the add document page. Click on the Begin In person.

CC : You can select multiple CCs, But you need to Add one Signer or One In Person.

In the CC only Complete sign email is sent . two Signers and click on the Preview and tag button.

Step 18 : We have added the two Signers and click on the Preview and tag button.

Step 19 : Now, on the next page, you will see the Document and the recipient you added. Also on the left side, you will see the tags. Drag and Drop the tags you need in the document sign

and click on the send button.

Also, you will see two buttons Discard & save Draft.

Discard : You have Go back to the previous page.

Save Draft : Your Document save in the Sign Transaction.

Before sending the document, you need to add tags for all recipients

Step 20 : Again, add the two Inperson and click on the Preview and tag button.

Step 21 : Now,Your added Document and the recipient will be shown on the next page. Also on the Left side tags are shown. Drag and Drop the tags you need in the document sign and click on the Being In person button.

Also, you can see two buttons Discard & save Draft.

Discard : You can Go back to the previous page.

Save Draft : Your Document save in the Sign Transaction.

Now you will show the Facilitator Process page and click on the Continue button.

Adding Email Recipients

Now, you should be on the In-Person Signer veriﬁcation page. Please select the checkbox next to ‘Recipient Email’ and then click on the ‘Continue’ button.