EchoSign for Salesforce v8. April 2010. © 2005-2010 EchoSign, Inc. All Rights Reserved
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EchoSign for Salesforce v8
Installation and Customization Guide
EchoSign for Salesforce v8. April 2010. © 2005-2010 EchoSign, Inc. All Rights Reserved
Contents
•
Installation and Customization Guide (Mandatory)
• Sending an Agreement
• Using EchoSign Forms
• Merge and Update Salesforce.com Data using EchoSign Data Mappings
• Advanced Customization Options
• New Features in Version 8
• FREE Add-ons Apps from EchoSign
– Salesforce Real-Time Quotes Integration
– Salesforce Chatter Integration
If you’re using a previous version of EchoSign for Salesforce and would like
to upgrade to this release, please contact support@echosign.com .
EchoSign for Salesforce v8. April 2010. © 2005-2010 EchoSign, Inc. All Rights Reserved
Install EchoSign for Salesforce
• Click the button on the EchoSign for Salesforce listing and follow the step by step instructions.
•
In the "Security settings" screen, be sure to select "Grant access to all users"
• When installation is complete, click "Deploy later".
Configure Security Settings
• Follow the instructions below to allow access to EchoSign’s servers
Installation and Customization Guide
EchoSign for Salesforce v8. April 2010. © 2005-2010 EchoSign, Inc. All Rights Reserved
Installation and Customization Guide
Setup Automatic Status Updates
• To allow EchoSign to automatically update the status of your agreements the moment they are viewed or
signed, you need to provide EchoSign with login credentials for your Salesforce Organization.
EchoSign for Salesforce v8. April 2010. © 2005-2010 EchoSign, Inc. All Rights Reserved
Installation and Customization Guide
Override EchoSign Agreement Object ‘View’ and ‘Delete’ Actions
EchoSign for Salesforce v8. Apr