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

Once you click on the Org Conﬁguration

you will see the option

Conﬁgure SME

Step 1 : Clicking on the “Conﬁgure SME” will Connect the App

Step 2 : When you click on the “Business Unit” you can be utilized for organizing and managing different aspects of your business operations within the Sign platform.

The selected logo is displayed in Sign emails and documents.

Defines the subject field in emails sent from Sign made easy.
Defines the content displayed in the body of emails sent from Sign made easy.

Contact Information fields – Defines 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

Notification emails can be customized to display only the selected email option for both the user and sender.

Now with the multiple Business Units feature enabled, Sign users can easily select a specific Business Unit to use for each Sign Transaction within the Advanced Options section to Create Transaction.

Step 3 : So, when you click on the “Basic Tag Conﬁguration” you can set tags as Required or Optional and click on the save Button.

Step 4 : In this page First you have to Go to the Object Manager and search Sign Transaction In the left sidebar, select “Fields & Relationships”.
Hit “Click the “New” button to create a new Lookup field. You need to choose the related object that you want to link to “Sign Transaction.”

Step 5 : When you click on the “Write Back Conﬁguration Page” select an Object to do a quick search to locate an object and then select the ﬁelds you need.

Step 6 : Now, Go to Setup and ﬁnd “Accounts”.

Step 7 : Here, open an account that you want to.

Step 8 : Go to the Gear button and click on setup, then click on Object Manager

Step 9 : Now,click on the Account object & click on the buttons link,actions.

Step 10 : Click on the buttons link and actions then Click on New button or link.

Step 11 : Now,you can ﬁll in all these required Fields and Add the URL of the Flow Add Document page then click on the save button.

Go to the home page or,Look for a search bar on the left side of the page.Type in “ﬂows” in the search bar Once you ﬁnd the “Add upload ﬂows” option, click on view details and versions” and copy the URL of the detail page.

Example:/flow/hic_signeasy/Sme_AddAndUploadDocument?recordId={!Account.Id}

Step 12 : Click on the Page Layouts and click Account Layout.

Step 13 : After that, you select the Buttons that you have created and Drag and drop it to the Salesforce Mobile and Lightning Experience Action and click on the save button.

Now Click on the app launcher and search for the account.

Step 14 : After opening any account, click on the Sign Document button that you created.

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.

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 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.

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.