Adobe Copyright ©2012 Systems Incorporated. All Rights Reserved. Echo Sign For Salesforce V14 Installation And Customization Guide CG EN
User Manual: adobe Adobe EchoSign for Salesforce V14 - Installation and Customization Guide Free User Guide for Adobe EchoSign Software, Manual
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Page Count: 77
- EchoSign for Salesforce Overview
- Installing and Configuring EchoSign for Salesforce v14
- Basic Customization
- Sending an Agreement Using EchoSign for Salesforce (Improved!)
- Using EchoSign Forms
- ✔KEY FEATURE EchoSign Data Mappings – Push Signer Data & Files to Salesforce Records
- ✔KEY FEATURE EchoSign Merge Mappings – Generate Documents with Salesforce Data
- ✔KEY FEATURE Echosign Agreement Templates and ‘Send to EchoSign’ Button
- ✔KEY FEATURE EchoSign for Salesforce Customization and Settings
- ✔KEY FEATURE EchoSign for Chatter and Salesforce1 Features (IMPROVED!)
- Advanced Signer Authentication Methods
- EchoSign Integration with other Salesforce Apps
- APPENDIX
- Configure Salesforce to send large documents for Signature
- EchoSign Group Mappings – Move Users to Specific EchoSign Groups
- Updating Salesforce with Agreements Sent with the EchoSign API, widgets, or from echosign.com (Push AGreements)
- 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