Adobe Copyright ©2012 Systems Incorporated. All Rights Reserved. Echo Sign For Salesforce V13 Installation And Customization Guide CG EN
User Manual: adobe Adobe EchoSign for Salesforce V13 - Installation and Customization Guide Free User Guide for Adobe EchoSign Software, Manual
Open the PDF directly: View PDF
Page Count: 68
- Adobe EchoSign for Salesforce Overview
- Installing and Configuring EchoSign for Salesforce v13
- Basic Customization
- Sending an Agreement Using EchoSign for Salesforce
- Using EchoSign Forms
- Configure Salesforce to send large documents for Signature
- EchoSign Data Mappings – Push Signer Data and Files to Salesforce Records
- EchoSign Merge Mappings – Generate Documents with Salesforce Data
- Echosign Agreement Templates and ‘Send to EchoSign’ Button
- EchoSign Group Mappings – Move Users to Specific EchoSign Groups (New!)
- Updating Salesforce with Agreements Sent with the EchoSign API, widgets, or from echosign.com (Push AGreements)
- EchoSign for Salesforce Customization and Settings
- Advanced Signer Authentication Methods (NEW!)
- EchoSign for Chatter Features
- EchoSign Step by Step Guided Walk-Thrus – Get the Browser Add-In
- Automation and Background Actions
- Require Users to Sign-on to Salesforce to Access Echosign Account
- Granting Access to Additional profiles
- Updating Email Addresses or Passwords
- EchoSign for Salesforce Professional Edition - Additional Installation Steps
- EchoSign Integration with other Salesforce Apps
- APPENDIX