IMPLEMENTATION

IMPLEMENTATION

GUIDE

SIMPLE SIGNATURE FOR

Implementation Guide

? 2016-2020 To A Finish LLC

12407 MoPac Expwy N ? Suite 250

Austin, TX 78758

Phone 512.436.3464 ? Fax 267.935.7773

Table of Contents

Implementation Guide Introduction __________________________________ 3

Introducing To A Finish _________________________________________________ 4

Introducing Simple Signature ____________________________________________ 5

Free vs. Paid App Comparison _________________________________________________ 5

Before You Begin, Requirements _________________________________________ 6

Continual Development ¨C What it Means __________________________________ 6

Please Review us! _____________________________________________________ 6

Basic Configuration _______________________________________________ 7

Permission Set Setup ________________________________________________________ 7

Adding the Signature Form to Mobile______________________________________ 8

Modifying the Signature Form ___________________________________________ 9

Adding Fields to the Signature Form ______________________________________ 11

Connecting to a Parent Object ________________________________________________ 11

Launching a Signature Form ____________________________________________ 11

Launching from the Parent Object (Lightning) ____________________________________

Launching from the Parent Object (Visualforce) __________________________________

Launching from the Signature Related List (Visualforce) ____________________________

Adding the Signature Button to a Layout ________________________________________

Advanced Parameters (Paid)__________________________________________________

12

13

14

15

16

Creating a Custom Signature Page for Lightning ____________________________ 19

Creating a Signature Experience _________________________________________ 19

Creating a Lightning Signature Form ______________________________________ 21

Creating a Lightning Fullscreen Form _____________________________________ 21

Adding the Signature Form to a Lightning Page _____________________________ 22

Creating a Custom Signature Page for Classic_______________________________ 25

Automatic Lead Creation _______________________________________________ 26

Advanced Options (Paid) __________________________________________ 28

eSignature Agreement _________________________________________________ 28

Advanced Visual Changes ______________________________________________ 29

i

Flow Plugin __________________________________________________________ 30

Signature Report _____________________________________________________ 30

Signature Requests (Paid) _________________________________________ 31

PDF Document Creation _______________________________________________ 32

App Configuration ____________________________________________________ 32

Signature Requests Button _____________________________________________ 36

Actions___________________________________________________________________

Lightning Components ______________________________________________________

Visualforce Buttons (Classic) __________________________________________________

Signatures From a List View __________________________________________________

36

37

37

38

Site Setup ___________________________________________________________ 39

Email Template Setup _________________________________________________ 42

Testing _____________________________________________________________ 44

Advanced Features ___________________________________________________ 46

Send From Emails __________________________________________________________

Email SPAM and Other Problems ______________________________________________

Multiple Step Signatures _____________________________________________________

Signature Security __________________________________________________________

User Counter-Signature _____________________________________________________

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47

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48

Document Generation (Paid) _______________________________________ 50

Google Docs PDF Document Creation _____________________________________ 51

Merge Codes ______________________________________________________________ 53

Visualforce PDF Document Creation ______________________________________ 55

Integration with other Document Generators ______________________________ 58

Feedback and Remote Access ___________________________________________ 59

Rating Simple Signature________________________________________________ 59

Version 2020.10.16

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S I M P L E

S I G N A T U R E

F O R

S A L E S F O R C E . C O M

1

Chapter

Implementation Guide Introduction

Introducing all the key components of the Simple Signature App for

T

his manual will help you through the implementation of the Simple Signature app

for your Org. You can read this chapter if you desire to do so, but

most users can probably start at the next chapter, where the installation and

configuration instructions begin.

Thank you for considering our app in your organization.

you will need to pay

close attention to all of the information contained in this manual.

We recommend reading through this first chapter before you

begin, and then reading through each section as you work on it.

To succeed in the installation process

I C O N

K E Y

Details You Can Skip

Don¡¯t Miss This!

Sample Code

The Icon Key to the left shows the icons you will be seeing as you

go through this manual. The more advanced readers can skip

some of the details as indicated by the appropriate icon.

Danger!

This manual is a work in progress, so please do take notes and let us know if you run into

any issues with the text or if you believe there is a better way to accomplish the tasks we

describe.

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