S-Sign is an add-on for S-Docs, and before installing S-Sign, you'll need to have first installed S-Docs version 2.723 or higher.
You can install S-Docs version 2.723 using one of the following links:
Once you have ensured that you are on S-Docs version 2.723 or higher, contact S-Docs Sales here to install the latest version of S-Sign.
Config Step 1: Enter S-Sign License Key and Assign Licenses to Users
Given that you've been provided with an S-Sign license key, you will now need to enter this license key in your org.
To do this, navigate to the S-Sign license management page via one of the following links:
If you are on the trial version, all you need to do is enter the license key, and then all users in your org will be able to use S-Sign. If you are on the paid version, you will be able to assign licenses to individual users after entering your license key.
Config Step 2: Create a Remote Site Setting
S-Sign uses SendGrid, an email service, to send out verification emails to signers in order to confirm the signer's identity. To allow S-Sign to tell SendGrid when to send out a verification email, you must create a Remote Site Setting within Salesforce that whitelists SendGrid's API domain (i.e. allows S-Sign to communicate with SendGrid).
To do this, simply go to Setup > Administer > Security Controls > Remote Site Settings and create a new Remote Site Setting with the following Remote Site URL: https://api.sendgrid.com
Config Step 3: Create a Site to Capture External Users' Signatures
Like S-Docs, S-Sign is native to the Salesforce platform. This means that all signers must sign within Salesforce, even if they do not have a Salesforce account. To accomplish this, we'll set up a Site in our org that users can sign documents on. Start by navigating to Setup > Develop > Sites. Register a Force.com Domain if you don't have one already.
Then, click the "New" button on the "Sites" list to create a new Site.
For the Site Label, use S-Sign Site. "Require Secure Connection (HTTPS)" and "Upgrade all requests to HTTPS" are unchecked in our examples below, but this is not necessary; make sure both boxes are checked if your signers will be providing sensitive information. Check "Active" to make the site active. Choose whatever you'd like for the rest of the required fields, then click "Save".
Then, click "Edit" on the "Site Visualforce Pages" list.
Add the pages SSign.SSCreateSig, SSign.SSTemplatePDF, and SSign.SSViewEnvIncl. Then, click "Save".
Config Step 4: Provide Site Info and Assign Site Guest User Permissions
The next step is providing S-Sign the Site Label and Site URL of your site, in addition to adding the S-Sign Site Guest User permission set to your site's guest user.
To do this, navigate to the S-Sign Configuration page via one of the following links:
Then, click the "Set Site Info & Assign Permissions" button. This will give site guest users on this site read-write access to all of the fields on the S-Sign Envelope and S-Sign Envelope Document objects.
Config Step 5: Create a Lookup Field to your Object on the S-Sign Envelope Object
You need to create a lookup field for any objects you’ll be using before you can add the S-Signs Envelope Related List to your page (you can skip this step if your object is Opportunity, as a lookup field for this object comes built into the package). From the Setup menu, search for your custom objects, and select the custom object labeled S-Sign Envelope (not S-Sign Envelope Documents).
Under the Custom Fields & Relationships tab, click the New button. You want the type of your new custom field to be Lookup Relationship.
Click Next and select the custom object for which you are creating the lookup relationship. Click Next to go to step three. This step is where you’ll add the field name. Since MyCustObj is a custom object, the field name will be the same as the object API, but with only one underscore instead of two (ex. MyCustObj_c )
- For custom objects, the field name will be the same as the object API. So, if the API name is MyCustObj__c, name the field MyCustObj _c (one underscore instead of two)
- For standard objects, just enter the name of your standard object (ex. the Contact object would have the field name 'Contact')
NOTE: If you have a namespace in your object, say, where the API name were NSP__ MyCustObj __c, you would replace the two underscores after the namespace with _u_, so the resulting API name would be NSP_u_MyCustObj _c.
Click Next to go to step four, and mark the Visible checkbox.
Complete steps five and six, ensuring you add the S-Sign Envelopes related list to the appropriate page layouts. Click Save, and when you go to your custom object’s page, you’ll see the S-Sign Envelopes related list.