This guide covers the installation, setup, and configuration of Sertifi for Salesforce CPQ.
|
|
- Rudolph Lucas
- 5 years ago
- Views:
Transcription
1 This guide covers the installation, setup, and configuration of Sertifi for Salesforce CPQ. Contents Sertifi for Salesforce CPQ Prerequisites... 2 Section 1: Sertifi for Salesforce installation and setup... 3 Downloading and installing the Sertifi app... 3 Adding the trusted Sertifi IP range... 5 Configuring your Sertifi Backend Portal... 6 Creating and Managing Custom Settings... 7 Custom Settings... 8 Real-Time Updates Section 2: Sertifi for Salesforce CPQ extension package installation and setup Downloading and installing the Sertifi for CPQ extension package Configuring Sertifi for CPQ Sertifi for Salesforce CPQ workflow... 20
2 Sertifi for Salesforce CPQ Prerequisites Using the Sertifi Salesforce integration and CPQ extension package, you can work directly within Salesforce to send, sign, and track contracts and quotes, and collect secure customer payments. This guide covers how to install each Sertifi component for Salesforce CPQ. To successfully run Sertifi for Salesforce CPQ, you must complete the following prerequisites: Install and configure the Sertifi for Salesforce app. For more information on this process, see Section 1. Install and configure Salesforce CPQ. For more information on this process, see Salesforce CPQ. Install and configure the Sertifi for Salesforce CPQ extension package. For more information on this process, see Section 2. However, you must ensure that you configure the LinkObjectType and Link Object Field custom settings in the Sertifi for Salesforce app for the CPQ extension package to work properly. For more information, see the Custom Settings table. NOTE: If you ve already installed and configured the Sertifi app and Salesforce CPQ, you can skip ahead to installing and configuring the Sertifi for Salesforce CPQ extension package.
3 Section 1: Sertifi for Salesforce installation and setup Downloading and installing the Sertifi app To download and install the app to your Salesforce account: 1. Navigate to the App Exchange in Salesforce, and then enter Sertifi. You can also download the app directly from Sertifi s listing on the app exchange. Make sure you re logged into your account. 2. Click Get It Now on the Sertifi for Salesforce app screen in the app exchange. A popup window appears. 3. Click Install in Production or Install in Sandbox depending on where you want to install the Sertifi app.
4 4. Select that you agree to Terms & Conditions in the Confirm Installation Details popup. 5. Click Confirm and Install. You re taken to your Salesforce instance. 6. Click Install for All Users, and then click Install. A popup appears. 7. Select Yes, grant access to these third-party web sites, and then click Continue. 8. Select Yes for 3 rd party access, and then click Continue. Sertifi appears in your Installed Packages section. You receive an when installation is complete. You can skip ahead to adding the Sertifi IP range while your installation completes.
5 Adding the trusted Sertifi IP range It s important for you to add Sertifi s trusted IP range. By doing this, Sertifi can write in and provide updates to signed documents, update your activity log, and push documents back into your system. To do this, Sertifi must be a part of your trusted IP ranges. To grant network access: 1. Enter Network Access in the Quick Find search bar from your Salesforce account. 2. Click Network Access in the results. 3. Click New in the Trusted IP Ranges card. 4. Enter in the Start IP Address field. 5. Enter in the End IP Address field. 6. Enter a description, for example Sertifi IP Range. 7. Click Save. You successfully added Sertifi s trusted IP Range.
6 Configuring your Sertifi Backend Portal Your Sertifi for Salesforce account comes with a custom backend portal. In this portal, you can access additional account settings to enhance your workflow within Sertifi for Salesforce. Once you complete the backend configuration, contact your Customer Success Manager, so you can view and manage these additional settings To create your backend portal: 1. Enter Installed Packages in the Quick Find search bar from your Salesforce account. 2. Click Installed Packages in the results. 3. Click Configure next to Sertifi ESign for Salesforce.com. A popup opens. 4. Enter the following details in the Account Information section: Account Title enter your company name. Account URL enter your company name without spaces. This creates your custom portal URL. 5. (Optional) Click Choose File to browse your machine and upload your company s logo. The logo appears on your portal and is visible in your file sends, so all of your messaging is branded appropriately. You can send your logo to your Customer Success Manager to update any time. 6. Enter your Salesforce username and password in the Salesforce PUSH Details section. 7. (Optional) Click Sandbox if you re installing the app in a sandbox environment. 8. Copy and paste your API code in a separate window. 9. Click Save, and then close the popup window. Your Sertifi Backend portal is now set up. Contact your Sertifi CSM to provide you Super Admin user access.
7 Creating and Managing Custom Settings Using custom settings you can tailor the workflow you want to establish when sending documents in your Sertifi app. For example, you can choose how you store your signature documents for access. Sertifi turns on recommended settings by default. If you want to further customize these settings reach out to your Customer Success Manager for more details. To create and manage custom settings: 1. Enter Custom Settings in the Quick Find search bar from your Salesforce account. 2. Click Custom Settings. 3. Click Manage next to Sertifi Application Settings. 4. Click New to create a new custom setting. 5. Enter Settings in the Name field. 6. Enter your API code generated when you configured your backend portal. 7. Enter SBQQ Quote c in the LinkObjectType field. 8. Enter sertificpq Quote c in the Link Object Field. 9. (Optional) Configure additional settings using the Custom Settings table. 10. Click Save.
8 Custom Settings The following table gives a description of each field you can customize in your Sertifi for Salesforce app. If you aren t sure if you should customize a field or not, contact your Client Success Manager. Field Required? Description Name Yes Create a name for your Sertifi app Settings. Sertifi recommends naming this field Settings. If you re installing Sertifi on more than one object, use different names on subsequent setting records. APICode Yes Enter your Sertifi API Code in this field. AllowPrefill Optional, but defaults to selected. Select this field to enable senders to preview or prefill documents when sending. Deselect to prevent senders from editing documents before sending. Alternate API Url Optional Enter or specify an alternate API endpoint for your integration. This field is most commonly used to connect Sertifi to sandbox environments. AppendFieldName Optional Add text to this field to append the text you enter to all of your folder names.
9 Attach Signed Certificate To EContract Attach Signed Document To EContract Attached Signed Document To Sending Object Optional Optional Optional Select this field to create a PDF certificate of the activity taken on a document. Select this field to create a copy of the signed document, and automatically attaches it to the Notes & Attachments section of the Sertifi record. Select this field to create a copy of the signed document, and automatically attaches it o the Notes & Attachments section of the Sending object. It s important to note that selecting this field takes up storage space. CCs Optional Enter an address in this field to add the address as the default carbon copy for all Sertifi files. Conga Embedded Integration Optional Select this field to enable the adding of attachments in Conga templates from the Sertifi Sending wizard. Consolidated Sign All Optional Select this field to merge sent documents into one view for the signer. You must also enable this setting in
10 your Sertifi backend portal. CreateActivityUsesGmt Optional Select this field to enable the GMT time stamp in the activity log for your files. Custom Fields (1-4) Optional Enter information for custom fields to collect data in the signature box on your documents. You can enter the name of the data you want to collect, like Title, to always have a field where the signer enters their title on the signature box. If you don t need custom fields, leave the placeholder name in the field. Unsigned Documents Expire After (days) DefaultSignMethod Optional Required, but defaults to electronic. Enter a number in this field to set the expiration date for so many days after the creation date of a document. Select an option in this field to determine the default sign type when you create requests. You can select: Print,Sign,Fax requires a physical signature and faxed document. Electronically requires an electronic
11 signature on the document. Either Electronically or Print,Sign,Fax gives the signer the option. Document Library Folder ID Optional Enter the name of the Salesforce folder that contains the library of documents you want to use for signature requests. If you enable this field, you must also enable ShowSFFolderSelect. Message Optional Enter text to enable a default message that appears in the invite and on the landing page for a document. /Logo Groups Optional Enter a comma separated list in this field of group names that signers can select during the sending process. If you want to create groups, contact Sertifi. InviteSignerDefault LinkObjectType Optional, but defaults to selected. Required for Sertifi CPQ to work. Select this field to automatically invite the signer to a document once you click Send. Deselect this field to stop the automatic . Enter the object name in this field where you want to run the Sertifi application from. Enter
12 Link Object Field Required for Sertifi CPQ to work. the API code for the Quote: SBQQ Quote c Enter the API code for the Quote again. Mask s From Client Optional Select this field to hide the signer s address on the signing page and signed documents. SFDataIntegration Optional, but defaults to selected. Select this field to enable data merging to and from signature documents. ShowApplySignature Optional Select this field to display the option for the sender to automatically apply their signature to a document when sending. You must assign a sender as a signer for this field to work. Show MessageField Show Expiration Date Optional, but defaults to selected. Optional, but defaults to selected. Select this field to show a personalized message to the signers. Deselect this field to hide the message. Select this field to show the file expiration date when you send a request. Deselect this field to hide the expiration date.
13 ShowHardDriveUpload Optional, but defaults to selected. Select this field to show the ability for the sender to upload documents from their hard drive. Deselect this field to hide this option. ShowInviteSigner Optional Select this field to provide the sender to send the invite when they click Send or at a later time. ShowPasswordField Optional Select this field to provide the sender the ability to set a password for access to the file. ShowPaymentOption Optional Select this field to enable the payment request interface. If you want to enable this field, contact Sertifi to enable payments for your account. ShowPaymentVerificationOption Optional Select this field to enable the authorization only payment option. ShowQuoteDocumentSelect Optional Select this field you want to add documents created by the Salesforce quote application. ShowRelatedObjectSelect Optional, but defaults to selected. Select this field to show the ability for the sender to upload documents from the Notes & Attachments section of the sending record when creating a request.
14 Deselect this field to hide the option. ShowSFFolderSelect Optional Select this field to enable the ability for the sender to upload documents from the Salesforce folder you specify in the Document Folder Library ID field. Enable Non-Contact Signer Optional Select this field to add participants by their address without creating contact records first. Enable Contact Signer Optional, but defaults to selected. Select this field to turn on the contact lookup option for adding participants to requests. Deselect to turn off this option. Show Language Selection Optional Select this field to enable senders to select an alternate language for the signing process. If you want to enable this field, contact Sertifi to enable language options for your account. Show Signing Methods Optional Select this field to give senders the option to change the default sign type you select in the Default Sign Method field. Signing Level Names Required Enter text to assign labels for the different
15 signer levels your company uses. By default, this field is populated with: 1 st Signer-1 2 nd Signer-2 Carbon Copy-0 To use other labels, simply update the text in this field. You can also enter up to 10 signer levels by entering each level of signer after the signer name. UpdateMethodName Optional Enter text here only if you re using a custom integration that needs to connect to Sertifi updates to trigger custom code. Enter the name of your Apex Class in this field. UseChatter Optional Select this field to push Sertifi activities into Salesforce Chatter. MergeUploadedDocuments Optional Select this field to combine all uploaded documents in a folder into one document. If you want to enable this feature, contact Sertifi. 1stSigners Optional Enter an address in this field to add a default 1 st level signer for all Sertifi files. 2ndSigners Optional Enter an address in this field to add a
16 default 2 nd level signer for all Sertifi files. Real-Time Updates You should enable real-time updates so your file sends push to your Sertifi portal for storage, and enable additional settings that live on your portal. For example, you can enable mouse/stylus/finger sign, set up reminder rules, and other features. To enable real-time updates: 1. Login to your Sertifi Portal using the URL you created when setting up your app in Salesforce. 2. Click Administration > Real Time Updates. 3. Change the update type to Salesforce OAuth2. 4. Enter an address in the Failure Notification field.
17 5. Select the Instance type, and then click Connect. A new tab opens. 6. Enter your Salesforce credentials. 7. Click Allow. You ve successfully installed and set up your Sertifi app for Salesforce. You re taken back to your Sertifi Portal and now see a green bar stating Connected.
18 Section 2: Sertifi for Salesforce CPQ extension package installation and setup After you configure the Sertifi for Salesforce app, and you ve also configured Salesforce CPQ, you can install and configure the Sertifi for Salesforce CPQ extension package to send quotes for signature. Downloading and installing the Sertifi for CPQ extension package To download and begin setup of the Sertifi for CPQ extension package: 1. Contact your Customer Success Manager for the installation link for the Sertifi for Salesforce CPQ extension package. 2. Click the link once it s provided to you or enter the URL in your web browser. 3. Select Install for Admins Only, Install for All Users, or Install for Specific Profiles. 4. Click Install. 5. Click Continue. Sertifi for CPQ begins downloading, and then appears in your Installed Packages section. If your installation takes a long time, you ll receive an when installation is complete.
19 Configuring Sertifi for CPQ To properly configure Sertifi for CPQ: 1. Navigate to the Installed Packages by page, either by clicking Done after installation, or by entering and then selecting Installed Packages in the Quick Find search bar. 2. Click Configure next to Salesforce CPQ. 3. Click Plugins. 4. Enter sertificpq.esplugin in the Electronic Signature Plugin field. 5. Click Save. You ve now properly configured Sertifi for CPQ.
20 Sertifi for Salesforce CPQ workflow Now, you can send your quotes for signature through Sertifi from the Quote object in Salesforce CPQ. To send quotes for signature: 1. Navigate to the Quotes tab. 2. Click the name of a quote. 3. Click Preview Document to view your quote, and check for any inaccuracies. 4. Click Generate Document to generate the quote document for signature. The Generate Document screen appears. 5. Click Send to Sertifi for Signature. The Sertifi wizard opens. 6. Enter a folder name for your quote document. 7. (Optional) Enter an message to appear in the sent to your signer with the quote. 8. (Optional) Pick an expiration date for when the quote should expire. 9. Add your signers. Add a signer from Contact if your signer is already a contact in Salesforce. Add a signer as Address if your signer isn t already a contact in Salesforce.
21 10.Click Add Participant. 11.Click Next. 12.(Optional) Click Preview/Prefill Document to review the quote and see where the signature fields are. 13.Click Send for Signature. Your quote is sent to your signers for signature.
Adobe Document Cloud esign Services. for Salesforce Version 17 Installation and Customization Guide
Adobe Document Cloud esign Services for Salesforce Version 17 Installation and Customization Guide 2015 Adobe Systems Incorporated. All rights reserved. Last Updated: August 28, 2015 Table of Contents
More informationAdobe Sign for Microsoft Dynamics
for Microsoft Dynamics User Guide (v6) Last Updated: September 1, 2017 2017 Adobe Systems Incorporated. All rights reserved Table of Contents Overview... 3 Gaining Access to Adobe Sign... 3 Sending for
More informationAdobe Sign for MS Dynamics 365 CRM
Adobe Sign for MS Dynamics 365 CRM User Guide v7 Last Updated: May 31, 2018 2018 Adobe Systems Incorporated. All rights reserved Contents Overview... 3 Gaining Access to Adobe Sign...4 Sending for Signature...
More informationAdobe Document Cloud esign Services. for Salesforce Version 17 Upgrade Guide
Adobe Document Cloud esign Services for Salesforce Version 17 Upgrade Guide 2015 Adobe Systems Incorporated. All Rights Reserved. Last Updated: August 25, 2015 Table of Contents Upgrading from a previous
More informationUSER MANUAL. SalesPort Salesforce Customer Portal for WordPress (Lightning Mode) TABLE OF CONTENTS. Version: 3.1.0
USER MANUAL TABLE OF CONTENTS Introduction...1 Benefits of Customer Portal...1 Prerequisites...1 Installation...2 Salesforce App Installation... 2 Salesforce Lightning... 2 WordPress Manual Plug-in installation...
More informationSet Up and Manage Salesforce Communities
Set Up and Manage Salesforce Communities Salesforce, Spring 16 @salesforcedocs Last updated: April 28, 2016 Copyright 2000 2016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More informationSelf-Service Portal Implementation Guide
Self-Service Portal Implementation Guide Salesforce, Spring 6 @salesforcedocs Last updated: April 7, 06 Copyright 000 06 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of
More informationSync to a Secondary Salesforce Organization
Sync to a Secondary Salesforce Organization Salesforce, Summer 17 @salesforcedocs Last updated: August 9, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More informationSignNow 2.0 for Salesforce User Guide
SignNow 2.0 for Salesforce User Guide Follow this guide to install, configure and use the SignNow application for your Salesforce organization REQUIREMENTS Salesforce account and working knowledge of Salesforce.
More informationGetting Started with the Aloha Community Template for Salesforce Identity
Getting Started with the Aloha Community Template for Salesforce Identity Salesforce, Winter 18 @salesforcedocs Last updated: November 30, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved.
More informationWorkshare Client Extranet. Getting Started Guide. for Mac
Workshare Client Extranet Getting Started Guide for Mac Build trust with your clients Share files with your clients and partners in professional, branded workspaces that you control. Create your look Work
More informationIdentity Implementation Guide
Identity Implementation Guide Version 42.0, Spring 18 @salesforcedocs Last updated: February 13, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More informationPackage and Distribute Your Apps
Package and Distribute Your Apps Salesforce, Summer 18 @salesforcedocs Last updated: July 30, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of
More informationCreate and Manage Partner Portals
Create and Manage Partner Portals Salesforce, Summer 18 @salesforcedocs Last updated: June 20, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of
More informationPackage and Distribute Your Apps
Package and Distribute Your Apps Salesforce, Summer 17 @salesforcedocs Last updated: August 9, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of
More informationMIGRATING FROM PORTALS TO COMMUNITIES
MIGRATING FROM PORTALS TO COMMUNITIES Introduction Have a partner portal or customer portal in your org? You can set up a community as well, to take advantage of the great new features that Salesforce
More informationIdentity Implementation Guide
Identity Implementation Guide Version 41.0, Winter 18 @salesforcedocs Last updated: November 22, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More informationIdentity Implementation Guide
Identity Implementation Guide Version 39.0, Spring 17 @salesforcedocs Last updated: March 14, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of
More informationSalesforce CRM Content Implementation Guide
Salesforce CRM Content Implementation Guide Salesforce, Winter 18 @salesforcedocs Last updated: October 13, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved. Salesforce is a registered
More informationDocVerify E-Signature Salesforce Application How to Create a New E-Signature Document. Versions 4.0 and above.
DocVerify E-Signature Salesforce Application How to Create a New E-Signature Document Versions 4.0 and above www.docverify.com Table of Contents Prerequisites... 3 Step 1 (E-Signature Tab):... 4 Step 2
More informationSalesforce App Help. Salesforce, Winter
Salesforce App Help Salesforce, Winter 18 @salesforcedocs Last updated: November 22, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com,
More informationNetwork Rail Brand Hub USER GUIDE
Network Rail Brand Hub USER GUIDE The Brand Hub Using keywords, visual thumbnails and a more upto-date online interface, the new Brand Hub will make searching, browsing and downloading images, templates
More informationUSER GUIDE for Salesforce
for Salesforce USER GUIDE Contents 3 Introduction to Backupify 5 Quick-start guide 6 Administration 6 Logging in 6 Administrative dashboard 7 General settings 8 Account settings 9 Add services 9 Contact
More informationDocuSign for Salesforce User Guide v6.1.1 Published: July 10, 2015
DocuSign for Salesforce User Guide v6.1.1 Published: July 10, 2015 Copyright Copyright 2003-2015 DocuSign, Inc. All rights reserved. For information about DocuSign trademarks, copyrights and patents refer
More informationesign Genie Quick Start Guide
#1 Easiest and Most Collaborative Esignature Software Solution Highlights 1. Electronic Signature Scenarios and User Processes esign Genie Quick Start Guide 2. Create Reusable Templates and Send 3. Create
More informationSpringCM. Release Notes December 2017
SpringCM Release Notes December 2017 Contents Enhancements... 3 Workflow Designer... 3 Reports (Closed Beta)... 3 Doc Launcher Forms... 4 Internationalization... 4 E-Signature... 5 Search... 5 Fixes...
More informationRCR Registry Signup Portal Steps for Signup Updated September 2015
RCR Registry Signup Portal Steps for Signup Updated September 2015 2015 FIGMD, Inc. & American College of Rheumatology Contents 2 Introduction 2 Sign up 3 Log into the Signup Portal 4 Signup Portal Overview
More informationSpringCM Release Notes. January 2018
SpringCM Release Notes January 2018 Contents Announcements... 3 Global Navigation header coming in 2018... 3 Redefining the Admin and User Experiences... 4 Workflows... 4 E-Signature Changes... 4 Enhancements...
More information3.5. Accounting Seed Plugin User Guide. CHECKBOOK.IO August 7 th, Version
Version 3.5 CHECKBOOK.IO August 7 th, 2018 Accounting Seed Plugin User Guide C H E C K B O O K. I O Accounting Seed Plugin User Guide Checkbook.io 830 Stewart Drive Suite 147 Sunnyvale, CA 94085 Phone
More informationIdentity Implementation Guide
Identity Implementation Guide Version 39.0, Spring 17 @salesforcedocs Last updated: January 11, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of
More informationChatter Answers Implementation Guide
Chatter Answers Implementation Guide Salesforce, Spring 16 @salesforcedocs Last updated: April 27, 2016 Copyright 2000 2016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More informationGetting started using e signatures with formsrus.com
Getting started using e signatures with formsrus.com Log in to your formsrus.com account and create and save a new document from your FORMS LIST tab or select an existing saved document(s) from your SAVED
More informationChatter Answers Implementation Guide
Chatter Answers Implementation Guide Salesforce, Summer 18 @salesforcedocs Last updated: July 26, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More informationDocuSign Service User Guide. Information Guide
Information Guide 1 DocuSign Service User Guide 1 Copyright 2003-2013 DocuSign, Inc. All rights reserved. For information about DocuSign trademarks, copyrights and patents refer to the DocuSign Intellectual
More informationAdobe Sign for Microsoft Dynamics
Adobe Sign for Microsoft Dynamics Installation & Configuration Guide (v6) Last Updated: September 1, 2017 2017 Adobe Systems Incorporated. All rights reserved Table of Contents Overview... 3 Prerequisites...
More informationCentrify for Dropbox Deployment Guide
CENTRIFY DEPLOYMENT GUIDE Centrify for Dropbox Deployment Guide Abstract Centrify provides mobile device management and single sign-on services that you can trust and count on as a critical component of
More informationSyncing Between Pardot and Salesforce
Syncing Between Pardot and Salesforce Salesforce, Summer 16 @salesforcedocs Last updated: July 13, 2016 Copyright 2000 2016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More informationIntroduction to application management
Introduction to application management To deploy web and mobile applications, add the application from the Centrify App Catalog, modify the application settings, and assign roles to the application to
More informationS-Drive Lightning User Guide v2.1
S-Drive Lightning User Guide v2.1 Important Note This user guide contains detailed information about S-Drive for Salesforce Lightning usage. Refer to the S-Drive User Guide for more information about S-Drive
More informationBoardBookit for ipad Quick Start Guide
BoardBookit for ipad Quick Start Guide Welcome to BoardBookit! BoardBookit for ipad allows you to easily access meetings, board books and other board related materials from the BoardBookit app on your
More informationInstallation & Configuration Guide Enterprise/Unlimited Edition
Installation & Configuration Guide Enterprise/Unlimited Edition Version 2.3 Updated January 2014 Table of Contents Getting Started... 3 Introduction... 3 Requirements... 3 Support... 4 Recommended Browsers...
More informationRelease Notes May 2017
Release Notes May 2017 About the Release Notes... 3 Release Overview... 3 Other Announcements... 4 SpringCM Login name change... 4 Workflow Step and Workflows Initiated Reports are being deprecated...
More informationDocuSign Quick Start Guide. Sending a Document with DocuSign. Overview. Table of Contents
DocuSign Quick Start Guide Sending a Document with DocuSign Overview A key feature of DocuSign is the ability to quickly create and send documents for signing. This guide provides an overview of how to
More informationJob Aid INTRODUCTION ACTIVATING ACCOUNT. Academy Loan Center esign Borrower Process
INTRODUCTION Job Aid Academy Loan Center esign Borrower Process V 1.1 26OCT2017 The purpose of this article is to guide you, the borrower, through Academy Loan Center as well as troubleshoot any errors
More informationS-Drive Installation Guide v1.18
S-Drive Installation Guide v1.18 Important Note This installation guide contains basic information about S-Drive installation. Refer to the S-Drive Advanced Configuration Guide for advanced installation/configuration
More informationAdding Users to Existing Match My Account
Adding Users to Existing Match My Email Account 1. Cloud Admin for Match My Email logs in at https://matchmyemail.com 2. Navigate to Settings > Domains & Users OR 3. Add Domain with following steps. If
More informationLicense Management and Support Guide
License Management and Support Guide Salesforce, Summer 18 @salesforcedocs Last updated: June 20, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More informationThe fastest way to get a signature. DocuSign Desktop Client. v3.0. User Guide
The fastest way to get a signature. DocuSign Desktop Client v3.0 User Guide Stick-eTabs, DocuSign Professional, the DocuSign logo, The fastest way to get a signature., and DocuSign are trademarks or registered
More informationStep by Step Instructions using esign from Zipform
Step by Step Instructions using esign from Zipform 1 1. From the File tab menu in your Zipform transaction, click PRINT and select the forms you want to have signed. Be sure the documents you are printing
More informationDeploy Enhancements from Sandboxes
Deploy Enhancements from Sandboxes Salesforce, Spring 17 @salesforcedocs Last updated: March 10, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More informationRelease Administrative Module Manual
Release 2016.3.0 Administrative Module Manual Table of Contents PROCESS FOR OPENING A PROGRAM... 3 OVERVIEW... 3 NEW PROGRAMS... 3 RE-OPENING EXISTING PROGRAMS... 3 UPDATING CURRENTLY OPEN PROGRAMS...
More informationRelease Notes August 2016
Release Notes August 2016 About the Release Notes... 3 Release Overview... 3 Other Announcements... 3 Enhancements... 4 Doc Launcher Forms... 4 Doc Launcher Configuration... 5 Doc Explorer... 6 Other Enhancements...
More informationSet Up and Maintain Sales Tools
Set Up and Maintain Sales Tools Salesforce, Spring 16 @salesforcedocs Last updated: February 18, 2016 Copyright 2000 2016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More informationRouting a BennyBuy Access Form Using DocuSign
Routing a BennyBuy Access Form Using DocuSign Become a DocuSign sender If you have not already done so, review the overview, signing and sending videos on the Resources/Senders page of the OSU DocuSign
More informationSalesforce CRM Content Implementation Guide
Salesforce CRM Content Implementation Guide Salesforce, Summer 16 @salesforcedocs Last updated: June 7, 2016 Copyright 2000 2016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More informationDeploy Enhancements from Sandboxes
Deploy Enhancements from Sandboxes Salesforce, Summer 16 @salesforcedocs Last updated: August 25, 2016 Copyright 2000 2016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More informationINSTALLATION GUIDE. Installing PhoneBurner for Salesforce. PhoneBurner for Salesforce
PhoneBurner for Salesforce INSTALLATION GUIDE Installing PhoneBurner for Salesforce PhoneBurner s power dialer dramatically boosts live client interactions and overall productivity by 447%. PhoneBurner
More informationSalesforce Lead Management Implementation Guide
Salesforce Lead Management Implementation Guide Salesforce, Winter 16 @salesforcedocs Last updated: October 1, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered
More informationSet-Up Guide for Lightning Experience of Salesforce.com
Set-Up Guide for Lightning Experience of Salesforce.com MultiMatch for Professional, Enterprise and Unlimited editions This guide is for those with email hosting at Office 365 (without Global Admin role),
More informationWeb Push Notification
Web Push Notification webkul.com/blog/web-push-notification-for-magento2/ On - January 13, 2017 This impressive module allows you to send push notification messages directly to the web browser. The biggest
More informationeshop Installation and Data Setup Guide for Microsoft Dynamics 365 Business Central
eshop Installation and Data Setup Guide for Microsoft Dynamics 365 Business Central Table of Contents Installation Guide... 3 eshop Account Registration in Dynamics 365 Business Central:... 3 eshop Setup
More informationRLink360. Webinar Training
RLink360 Webinar Training What s New 1 st Term Direct Billing Online credit card payments for direct billed policies PDF Documents can be accessed through the Documents tab Business Requests can now be
More informationSappi Ariba Network. Summit Guided Session: Account Configuration
Sappi Ariba Network Summit Guided Session: Account Configuration 1 Manage invitation letter + 2 Landing Page Sappi 2 1 1 Open the Invitation Letter that you received at your email address from ordersender-prod@ansmtp.ariba.com
More informationDaDaDocs for Microsoft Dynamics 365 Administrator Guide
DaDaDocs for Microsoft Dynamics 365 Administrator Guide Requirements: Microsoft Dynamics 365 organization. PDFfiller user account. Installation and configuration 2 Install DaDaDocs 2 Update to the latest
More informationWP Voting Plugin - Ohiowebtech Video Extension - Youtube Documentation
WP Voting Plugin - Ohiowebtech Video Extension - Youtube Documentation Overview This documentation includes details about the WP Voting Plugin - Video Extension Plugin for Youtube. This extension will
More informationEvent Push SOAP Contract
Event Push SOAP Contract Message Delivery Schedule Sertifi will attempt to deliver messages multiple times if the web service listener is down or is returning errors. The delivery schedule for all the
More informationViewPoint Cloud Guide: Site Set Up. Building your Site from Start to Finish
ViewPoint Cloud Guide: Site Set Up Building your Site from Start to Finish This is the Settings section. Where permits/licenses processes are built, city employees are given access, and more. Users: Invite
More informationSet-Up Guide for Lightning Edition of Salesforce.com
Set-Up Guide for Lightning Edition of Salesforce.com MultiMatch Cloud Release 7.1.1 Table of Contents 1. Prior to installing package, Enable Chatter and Actions in Publisher... 2 2. Install MatchMyEmail
More informationGet started ASAP! Thank your donors.
Participant Fundraising Tips Get started ASAP! Don't pull an all-nighter and wait until the day before your event to start asking for donations. You'll keep stress at bay and avoid disappointment if you
More informationQuickStart Guide for Mobile Device Management. Version 8.7
QuickStart Guide for Mobile Device Management Version 8.7 JAMF Software, LLC 2013 JAMF Software, LLC. All rights reserved. JAMF Software has made all efforts to ensure that this guide is accurate. JAMF
More informationThis section covers new and updated features and functionality delivered in the Classic DocuSign Experience.
Service Pack Notes Service Pack Notes for November 6, 2015 (updated Nov 13, 2015) This document provides information about the updates deployed to the DocuSign Production environment as part of November
More information1. Verticurl App Account Creation Configuration Setup in Verticurl App Content Library Folder Creation... 3
WeChat Oracle Responsys Integration - User Guide Table of Contents 1. Verticurl App Account Creation... 1 2. Configuration Setup in Verticurl App... 2 3. Content Library Folder Creation... 3 4. Configure
More informationRelease Notes December 2016
Release Notes December 2016 About the Release Notes... 3 Release Overview... 3 Other Announcements... 3 Enhancements... 4 Doc Launcher Forms... 4 External Review... 6 Multiple Documents in E-Signature...
More informationSharePoint Online 101
Work Smart by Microsoft IT SharePoint Online 101 Customization note: This document contains guidance and/or step-by-step installation instructions that can be reused, customized, or deleted entirely if
More informationSet Up and Maintain Collaboration Tools
Set Up and Maintain Collaboration Tools Salesforce, Winter 18 @salesforcedocs Last updated: December 6, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More informationHOTDOCS DOCUMENT SERVICES
HotDocs Document Services ~ February 2012 Page 1 HOTDOCS DOCUMENT SERVICES Getting Started in the Cloud AT A GLANCE Sign up for HotDocs Document Services Receive contract order confirmation email Install
More informationSalesforce Lead Management Implementation Guide
Salesforce Lead Management Implementation Guide Salesforce, Winter 18 @salesforcedocs Last updated: November 7, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved. Salesforce is a registered
More informatione-signlive Help Content
Silanis e-signlive TM Cloud E-Signature Service e-signlive Help Content User Guide About Silanis Silanis is the world s leading electronic signature provider. Since 1992, our software has automated business
More informationAdministration Essentials for New Admins (Managing Data) Exercise Guide
Administration Essentials for New Admins (Managing Data) Exercise Guide Table of Contents 6-1: Prepare the Import File... 1 6-2: Import Leads Using Wizard... 3 6-3: Export Using Data Loader... 4 6-4:
More informationCommzGate Cloud SMS User Guide
CommzGate Cloud SMS User Guide 2014 Welcome! This User Guide takes a visual approach to introducing you to the features found on the CommzGate Cloud SMS Web Portal. Each major part of the User Interface
More informationStorageCraft Cloud Backup
User Guide v1.3 (June 2017) StorageCraft Copyright Declaration StorageCraft ImageManager, StorageCraft ShadowProtect, StorageCraft Cloud, and StorageCraft Cloud Services, together with any associated logos,
More informationRelease Notes September 2014
Release Notes September 2014 Table of Contents About the Release Notes... 3 Release Overview... 3 Enhancements... 4 Esignature Improvements... 4 SpringCM Edit... 5 Other Enhancements... 6 Fixes... 7 Known
More informationGetting Around. Welcome Quest. My Fundraising Tools
As a registered participant of this event, you have a variety of tools at your fingertips to help you reach your goals! Your fundraising center will be the hub for managing your involvement and fundraising
More informationSalesforce.com Summer '10 Release Notes
Salesforce.com: Summer '10 Salesforce.com Summer '10 Release Notes Last updated: July 20, 2010 Copyright 2000-2010 salesforce.com, inc. All rights reserved. Salesforce.com is a registered trademark of
More informationUSER MANUAL. SuitePort - SuiteCRM Customer Portal for WordPress TABLE OF CONTENTS. Version: 2.5.0
USER MANUAL TABLE OF CONTENTS Introduction... 1 Benefits of Customer Portal... 1 Prerequisites... 1 Installation... 2 SuiteCRM Plug-in Installation... 2 WordPress Manual Plug-in installation... 3 Plug-in
More informationUSER MANUAL. DynamicsPort - Dynamics CRM Customer Portal for DotNetNuke TABLE OF CONTENTS. Version: 1.2.1
USER MANUAL TABLE OF CONTENTS Introduction... 1 Benefits of Customer Portal... 1 Prerequisites... 1 Installation & Configuration... 2 Dynamics CRM Plug-in Installation... 2 DotNetNuke Manual Plug-in Installation...
More informationUSER MANUAL. SuiteCRM Customer Portal for Joomla TABLE OF CONTENTS. Version: 2.0
USER MANUAL TABLE OF CONTENTS Introduction... 1 Benefits of Customer Portal... 1 Prerequisites... 1 Installation... 2 SuiteCRM Plug-in Installation... 2 Joomla Manual Plug-in installation... 3 Plug-in
More informationSophos Mobile. startup guide. Product Version: 8.5
Sophos Mobile startup guide Product Version: 8.5 Contents About this guide... 1 Sophos Mobile licenses... 2 Trial licenses...2 Upgrade trial licenses to full licenses... 2 Update licenses... 2 What are
More informationDeploy Enhancements from Sandboxes
Deploy Enhancements from Sandboxes Salesforce, Spring 18 @salesforcedocs Last updated: April 13, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More informationSetting Up Salesforce
Setting Up Salesforce Contents 2 Contents Setting up the Salesforce Case Management Connector...3 System Requirements... 3 Configuring Salesforce for the Case Management Connector Add-On... 4 Installing
More information<Partner Name> <Partner Product> RSA ARCHER GRC Platform Implementation Guide. Swimlane 2.x
RSA ARCHER GRC Platform Implementation Guide Jeffrey Carlson, RSA Partner Engineering Last Modified: 11/02/2017 Solution Summary The RSA Archer integration allows Swimlane
More informationForeScout Extended Module for ServiceNow
ForeScout Extended Module for ServiceNow Version 1.2 Table of Contents About ServiceNow Integration... 4 Use Cases... 4 Asset Identification... 4 Asset Inventory True-up... 5 Additional ServiceNow Documentation...
More informationPingOne. How to Set Up a PingFederate Connection to the PingOne Dock. Quick Start Guides. Version 1.1 December Created by: Ping Identity Support
PingOne Quick Start Guides How to Set Up a PingFederate Connection to the PingOne Dock Version 1.1 December 2014 Created by: Ping Identity Support Disclaimer This document is proprietary and not for general
More informationRelease Notes October 2016
Release Notes October 2016 About the Release Notes... 3 Release Overview... 3 Other Announcements... 3 Enhancements... 4 External Review Improvements... 4 In-browser Editing using Microsoft 365... 6 Doc
More informationNotifySCM Workspace Administration Guide
NotifySCM Workspace Administration Guide TABLE OF CONTENTS 1 Overview... 3 2 Login... 4 2.1 Main View... 5 3 Manage... 6 3.1 PIM... 6 3.2 Document...12 3.3 Server...13 4 Workspace Configuration... 14 4.1
More informationAdobe Document Cloud esign Services
Adobe Document Cloud esign Services Integration for Microsoft Dynamics CRM 2015 Installation Guide Last Updated: July 16, 2015 Copyright 2015 Adobe Systems Incorporated. All rights reserved. Table of Contents
More informationNAVIGATING ZOOMGRANTS AND SETTING UP NEW ZOOMGRANTS ACCOUNTS
2016 NAVIGATING ZOOMGRANTS AND SETTING UP NEW ZOOMGRANTS ACCOUNTS APPLICANT INSTRUCTIONS REVISED: 01/04/2018 These instructions are intended for new Funding Opportunities released by the Division of Criminal
More informationSalesforce External Identity Implementation Guide
Salesforce External Identity Implementation Guide Salesforce, Winter 18 @salesforcedocs Last updated: December 20, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved. Salesforce is a registered
More informationSophos Mobile. super administrator guide. product version: 8.6
Sophos Mobile super administrator guide product version: 8.6 Contents About this guide... 1 Document conventions... 1 Super administrator... 2 Super administrator tasks...2 Super administrator customer...
More informationMaking online easy. Cube Reviews User Guide
Making online easy Cube Reviews User Guide Introduction page Funnel How to Link Your Review Sites page How to Customise Funnel Content page How to Customise Funnel Set-Up page 7 Widgets page 8 Invites
More information