BGM Transaction

Note:- Available in Sign Made Easy PRO
Unlock advanced features and enhance your productivity by upgrading to Sign Made Easy Pro. Please contact our Support Team to access the advanced features of the SME PRO package.

Note:- To access the Sign Template functionality, the SME Pro permission set must be assigned to users, including System Administrators. For the SME Pro permission set guide, please Click Here.

Processing and Managing Docs Made Easy Integration with Sign Made Easy

This section provides a detailed reference for handling the end-to-end process of integrating Docs Made Easy (DME) with Sign Made Easy (SME). It outlines how documents are generated, sent for electronic signatures. The integration ensures a seamless workflow for creating, distributing, and managing agreements directly within Salesforce.

Docs Made Easy (DME)
It is a Salesforce application that enables users to generate, manage, and distribute documents efficiently. It provides functionalities such as document creation, template management, and automated document workflows, helping organizations streamline their document-related processes.

BGM Transaction

It is primarily used to integrate Docs Made Easy with Sign Made Easy and to automate the sending of the documents for e-signature.

The steps to integrate Docs Made Easy with Sign Made Easy are outlined below.

Step 1 :- To integrate Docs Made Easy and Sign Made Easy with Salesforce, you'll need to install the following packages:

Note: Please contact our DME Support Team and SME Support Team to obtain the Docs Made Easy Pro Package and Sign Made Easy Pro Package. You can follow the installation steps for SME Pro by Clicking Here.

Note :- Once the installation of all required packages is complete, you need to enable the SME and DME Pro features. For this, please contact the SME and DME Support Team
Before contacting the SME Support Team to enable SME Pro features, you need to configure the SME application with the Sign Made Easy server. For the configuration guide, please Click Here.
You will need to provide your Org ID to the Support Team for this process.

Step 2 :- After Installing and enabling Pro Features assign required app permission sets to the intended Profile as mentioned below.

Sign Made Easy Pro Admin
Sign Made Easy Pro Business
Sign Made Easy Pro Guest
Docs Made Easy Admin User
Docs Made Easy Business User
Docs Made Easy Guest User
Docs Made Easy Community User

Note :- For detailed instructions on assigning Sign Made Easy and Sign Made Easy Pro permission sets.

Step 3 :- Now, create a Sign Template record by clicking here and following the outlined steps.

Note:- To send templates for e-signature through BGM 11 transaction, set the “Sending Experience” option to “Send Now.” This ensures that the emails are successfully sent to the recipients.

Step 4:- Once the Sign Template record has been created, proceed with the subsequent steps for DME and SME integration.

Integration of Docs Made Easy with Sign Made Easy

Step 1:- Navigate to Docs Made Easy and click on the Launch Wizard.

Step 2:- Provide a desired name for the solution and select the Salesforce object for which you want to create the solution.

Step 3:- Create a new document template using the Create New Document Template button, or select an existing template from the search bar based on your preference.

Step 4:- Upload the template, provide a desired name, and click the Save button.

Step 5:- Once your template is saved, proceed to the next step.

Step 6:- Navigate to the Other Parameter section and add the required parameters.

Step 7:- Configure the parameters as shown below.

parameter name “bgm” and parameter value “11”.
parameter name “signtemplateId” and use your Sign Template Id as the parameter value. You can copy it from the Sign Template record page .

Note: The above parameters applies only to recipients with the Signer or CC role.

Note:- You can skip document downloads while sending emails through the Docs Made Easy (DME) and Sign Made Easy (SME) integration by adding the 'SkipDownload' parameter in the Other Parameter Configuration section. For more detailed information, please Click Here.

Step 8 :- Add the button to the desired page layout.

The Docs Made Easy and Sign Made Easy integration button is now ready for use.

Note: For non-admin users, an additional permission set must be assigned to enable this integration.

The following steps outline how to create the permission set:

Step 1 :- Navigate to the Salesforce Home page, and in the Quick Find search bar, search for Permission Sets.
Step 2 :- Select Permission Sets and create a new permission set by clicking the New button.

Step 3:- Enter a desired name and click Save.

Step 4 :- Within the same permission set, navigate to System Permissions.

Step 5:- Select the Author Apex checkbox and click Save.

The permission set has now been successfully created. To enable non-admin users to use the DME and SME integration, assign this permission set to them as well.

Step 9:- Now, click on the App Launcher and search for the object where you created the Document Template button to send emails to recipients through the BGM Transaction.

Step 10:- Now, click the button to send the email.

Step 11:- After the templates are sent, recipients will receive an email notification. To complete the e-signature process, then open the email and click the View Document button.