Comprehensive Overview

Note:- After assigning the permission set, you need to enable the Sign Made Easy (SME) functionality by configuring it with the Sign Made Easy Server. For more details about assigning the SME Basic Permission Set, please Click Here.

Comprehensive Overview of Features and Functions

Step 1:- To configure SME, navigate to the App Launcher, search for the Sign Made Easy app, and open it.

Step 2:- You will be directed to the Sign Made Easy setup page.

Step 3:- Once you are redirected to the setup page, you will see the Configure SME button. Click this button to initiate the application’s connection with SME Server.

Step 4:- After clicking Configure SME, the system authenticates the org and finalizes the connection setup. Once completed, the application will be fully integrated with your Salesforce environment, allowing you to use SME features seamlessly.

When configuring SME with the System Administrator, once the setup is successfully completed, the status will be displayed as "Authenticated". Hovering over the ‘Authenticated’ icon will show the message: "Authenticated successfully".

When configuring SME with a Non-System Administrator, once the setup is successfully completed, the status will be displayed as ‘Authenticated’. Hovering over the ‘Warning’ icon will display the message: ‘Authorized with Non-System Admin User’.

Disconnect Button :- Provides the option to disconnect the org if required.

Check Status Button :- Allows you to verify the current authentication status.

Migrate Transaction Button

If you are using a version of SME prior to the 1.10 Release and plan to upgrade to the latest version, you will need to migrate your existing transaction records to ensure compatibility with the new package. This can be easily done by clicking the Migrate Transaction button.

View Feature Button

The View Feature button allows you to determine which features are enabled or disabled and specifies whether each feature is part of the Basic SME package or the SME Pro package.

Contact Support

For any inquiries or issues related to the product, you can reach out to our support team using the ‘Contact Support’ option, as shown in the image below.

Reassign the Signer

The Reassign the Signer option allows flexibility in managing sign transactions. When this feature is enabled, a signer can transfer their signing responsibility to another recipient. This is useful in scenarios where:
The original signer is unavailable to complete the transaction.
The signing responsibility needs to be delegated to another authorized person.
Enabled: Allows signers to reassign the document to another recipient via email.
Disabled: Prevents reassignment, ensuring the transaction remains locked to the originally assigned signer.

Note:- When the Reassign Signer toggle is disabled, only an org user can reassign the recipient. To do this, the org user must open the recipient’s record and perform the reassignment using the Reassign Signer button.

Notify the User

The Notify the User setting controls whether notifications are sent to users regarding the actions taken by recipients during the signing process. This ensures that sender remain informed about the status and progress of sign transactions.
Enabled: The system will automatically notify the user whenever a recipient performs an action (e.g., views, signs, or declines the document). This helps in maintaining real-time visibility into the signing process.
Disabled: When disabled, no notifications will be sent to the user regarding recipient actions. Instead, the user must manually review the Sign Audit Trail within the application to track the progress of the transaction record.

Note:- To view the audit trail records, click the View Audit Trail Button available on the Sign Transaction record page.

Hide Audit Trail

The Hide Audit Trail setting controls whether the audit trail link is visible in the email sent to recipients. The audit trail is a detailed record of all activities performed by the sender and recipients during the signing process, such as when a document was viewed, signed, or declined etc.
Enabled: The audit trail link is hidden in the email. Recipients cannot access the audit trail directly from their email.
Disabled: The audit trail link is included in the email, allowing recipients to directly view their actions from the email.

Redirect URL

The Redirect URL setting allows you to specify a web address to which the signer will be redirected after completing the signature process. This ensures a seamless transition from the signing workflow back to your organization’s preferred webpage, such as a company portal, confirmation page, or internal dashboard.