SignRequest For Salesforce Installation Manual

This manual will help you install and set-up SignRequest for Salesforce.

How to install

Click on the following url to install SignRequest:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t58000000KLyT

Click on the following url to install SignRequest in your Sandbox:

https://test.salesforce.com/packaging/installPackage.apexp?p0=04t58000000KLyT

Then, choose for which users you would like to install SignRequest and press "Install". After installing you can press "Done" and you will be directed to your Salesforce environment. That's it! Now SignRequest has been installed successfully.

How to set-up

To set-up SignRequest you should take the following steps:

  1. Add the "Send SignRequest" button
  2. Add the SignRequest related list
  3. Add team settings for branding (Optional)
  4. Add SignRequest global folder (Optional)
  5. Add a SignRequest related list to the contacts (Optional)
  6. Add SignRequest relations to custom objects (Optional)
  7. Sync the signer's input back to Salesforce (Optional)
  8. Add a bulk send button to your list view (Optional)
  9. Add a custom button with prefilled order of signing and default signers (Optional)

Important: Your edition of Salesforce should support the API feature. This is automatically enabled for the Enterprise, Unlimited, Developer and Performance editions. It's not available for the Contact and Group editions. The API feature might be requested for the Professional edition. An extra fee applies for this request.

1. Add the "Send SignRequest" button

To add the SignRequest button to your object follow these simple steps:

  1. Go to the object, for example an opportunity
  2. Click on "Edit Layout" (right upper corner)
  3. In the opportunity layout choose "Buttons" and then click on "Send SignRequest"
  4. You can now drag and drop the button in your layout

On which objects do we provide buttons and where do we gather your data?

By default the buttons are provided for the following objects:

  • Accounts
  • Opportunities
  • Contacts
  • Contracts
  • Leads

For custom objects have a look at our snippet in step 6.

We always look for documents on the notes and attachments of the object and the documents in the SignRequest folder in Salesforce (if applicable, see step 4 in this manual). When an object has a relation to an account those documents will be available as well.

We will get the contacts which are added to the object and from any available parent account. For opportunities we also get all the contact roles.

It's important to get the proper contact values and not manually enter an email address in the SignRequest pop-up form. Otherwise the relationship to your contacts in Salesforce will not be updated and the related lists on contacts (step 5 in this manual) will be empty.

2. Add the SignRequest related list

The signed documents and the status of a document will be visible in the SignRequest related list. To add this do the following:

  1. Go to the object, for example an opportunity
  2. Click on "Edit Layout" (right upper corner)
  3. In the opportunity layout choose "Related lists" and then click on "SignRequests"
  4. You can now drag and drop the related list in your layout. The best location is probably just beneath your attachments.
  5. Now click on the settings (toolbar) of the list and add your required fields, like: Name, Open in SignRequest and Status.
  6. Click on "Buttons" and remove the check of "New" and press "OK". (This button is not needed.)

3. Add team settings for branding (Optional)

If you have made a team account with SignRequest you can add your team url to in the custom settings. By adding this url your sent SignRequests will have your team logo and colour in the emails and during the entire signing process.

  1. Go to set-up, choose develop and click on "Custom Settings"
  2. Click on "Manage"
  3. In SignRequestSettings click on "New"
  4. Enter the team url and click "Save"

4. Add SignRequest global folder (Optional)

You can add a global documents folder for SignRequest. All documents in this folder will be visible for upload in any object. Thus they do not have to be added separately to for example each opportunity.

  1. Go to the documents tab
  2. Click on "Create new folder"
  3. Enter "SignRequest" for the name and label, click "Save"

5. Add a SignRequest related list to the contacts (Optional)

You can add a related list to the contacts in Salesforce to have a handy way of showing who signed a document.

  1. Go to contacts, select a contact
  2. Click on "Edit Layout" (right upper corner)
  3. In the layout choose "Related lists" and then click on "SignRequest Signers"

Note: As indicated in step 1, this only works when the contact is imported from Salesforce, not when an email is entered in the SignRequest pop-up form.

6. Add SignRequest relations to custom objects (Optional)

To implement SignRequest on custom objects a little more work needs to be done:

  1. Add a lookup relation to your object on the SignRequest object: Build > Create > Objects > SignRequest > Custom Fields & Relationships > New > Select a lookup relation to your object.

  2. Create a custom button on your custom object: Build > Create > Objects > Your object > Buttons, Links, and Actions > New Button or Link > Give it a appropiate Name and Label (for example: Send SignRequest) > Select Detail Page Button > Select Execute Javascript > Fill in the form below and paste the snippet in the textbox.

  3. Repeat step 1 and 2 from this manual for your custom object.

Snippet for the SignRequest button on custom objects

7. Sync the signer's input back to Salesforce (Optional)

All data that is filled in by receiving parties will be automatically sent back to Salesforce. For every signer a SignerObject is created in Salesforce. On this object you will find a related list with all the tags from the contract. These objects follow our API standard.

8. Add a bulk send button to your list view (Optional)

If you need you can also bulk send SignRequests from Salesforce. To do this you need to add a button to a list view. We assume you know how to create list views in Salesforce, else more info can be found here. After you've created a list you can add a button to the view by clicking on Setup > [objectType] > search layouts > edit > and add our button to the right list.

9. Add a custom button with prefilled order of signing and default signers (Optional)

If you want to improve your workflow even more and you have a single document you always need to send with the same configuration then you can add custom buttons. On window.SR_SETTINGS you can add a field 'prefilled_signers' which is a json object.

For every signer you have the option of supplying either an email, or an object_type and id. If the latter is chosen you will have two options of selecting the contact from a dropdown list with all contacts linked to the object. You can also choose an order of signing and authentication level.