echosign v10 installation guide

EchoSign for Salesforce v10 Installation and Customization Guide

EchoSign for Salesforce v10

Installation and Customization Guide

Copyright © EchoSign Inc. 2006-2011, All rights reserved



Table of Contents

Upgrading from a previous release ............................................................................................................... 2

Customization Guides for Older Versions of EchoSign for Salesforce ........................................................... 2

Installing and Configuring EchoSign for Salesforce v10 ................................................................................ 3

Basic Customization .................................................................................................................................... 11

Using EchoSign for Salesforce ..................................................................................................................... 17

What’s new in EchoSign-for-Salesforce v10 ................................................................................................ 21

Advanced Customization Options ............................................................................................................... 23

EchoSign for Salesforce Custom Settings .................................................................................................... 27

EchoSign Real-Time Quotes Integration ..................................................................................................... 32

EchoSign Chatter Integration ...................................................................................................................... 32

EchoSign for Salesforce Professional Edition - Additional Installation Steps .............................................. 33





Upgrading from a previous release

If you’re using a previous version of EchoSign for Salesforce and would like to upgrade to this release,

please use our EchoSign for Salesforce v10 Upgrade Guide or contact [email protected].

Customization Guides for Older Versions of EchoSign for Salesforce If you have a previous version of EchoSign for Salesforce installed and would like to find out how you can

customize it without upgrading to a newer version of EchoSign for Salesforce, please use one of the

following configuration guides:

- Version 6.x: http://www.echosign.com/static/salesforce/customizationGuideV6.pdf




To find out which version you currently have installed, go to Setup / View Installed Packages

http://www.echosign.com/static/salesforce/upgradeGuideV10.pdf

mailto:[email protected]

http://www.echosign.com/static/salesforce/customizationGuideV6.pdf








Installing and Configuring EchoSign for Salesforce v10

Get EchoSign from the AppExchange Click here to view EchoSign’s AppExchange listing

Click the “Get it Now” button

Follow the instructions to determine where you would like to install EchoSign.

Follow the instructions to start the installation process.

Approve Salesforce to securely access EchoSign

http://sites.force.com/appexchange/listingDetail?listingId=a0330000002Pz2DAAS





In ‘Step 2. Check security level’, make sure to grant access to all users.

In ‘Step 3. Install package’, check “Ignore Apex test failures that may cause the installed

application not to function properly”, then click ‘Install’.

On the next screen, click ‘Deploy Now’ and then ‘Deploy’.

Please note: the installation process may sometimes take a while to complete and Salesforce will let you know that you will be notified by email when it’s done. After receiving this email, make sure you deploy the package to complete the installation process. To deploy the package to Setup / View Installed Packages, click on the ‘EchoSign’ package and then click ‘Deploy’





Configure Security Settings Configuring these settings will allow EchoSign to integrate with Salesforce.

Go To Setup / Security Controls / Network access

Click ‘New’

Add a new trusted IP range – from 72.3.215.0 to 72.3.215.255. Click ‘Save’





Set up Automatic Status Updates Configuring Automatic Status Updates allows EchoSign to push status updates for your agreements the moment they are viewed or signed. Automatic Status Updates require you to provide EchoSign with login credentials for your Salesforce Organization.

Select ‘EchoSign’ from the menu at the top right corner

Select the ’EchoSign Admin’ tab.

Click on ‘Configure Automatic Status Updates’

Enter your Salesforce credentials, then click ‘Save’





Configure Hosted Signing Hosted signing allows you to get a signature from a signer on your computer, directly from Salesforce.

If you choose not to expose this feature, skip this section and disable hosted signing (see Enable Hosted

Signing Field in the EchoSign for Salesforce Custom Settings section)

Salesforce Professional Edition: Hosted signing is not supported in Salesforce Professional Edition. If you are using Salesforce Professional Edition, skip this section and disable hosted signing (see Enable Hosted Signing Field in the EchoSign for Salesforce Custom Settings section) and then complete the installation following the step in section EchoSign for Salesforce Professional Edition - Additional Installation Steps

To enable “Hosted Signing” follow the instructions below

Configure Sites

1. Go to Setup App Setup DevelopSites

2. Follow the Salesforce instructions is creating a Site for the first time.

If you have not used Salesforce sites in your Salesforce org, you will be required to register a

Force.com domain name that will be used for all you Salesforce sites in the account.

3. Click the New button

4. Set the “Site Label” value to: EchoSign Callback

5. Set the “Site Name” value to: EchoSign_Callback

6. Set the “Site Contact” value to a Salesforce user who will receive notifications about Sites. In

most cases, this would be the account admin.

7. Set the “Default Web Address” value to EchoSignCallback.

8. Set the “Active” value to Checked.

9. Set the “Active Site Home Page” value to EchoSignCallback;

10. Click Save to continue.

11. Copy the value of the “Secure Web Address” field. You will need for the configuration below.





Configure Custom Settings for Hosted Signing 1. Click on your Name on top corner of page

2. Click Setup App Setup DevelopCustom Setting

3. Click on the “EchoSign Settings” link

4. Click on the “Manage” Button

5. Click the New (above the ‘Default Organization Level Value’ label) to create default custom

settings for all Users.

6. Verify that the “Enable Hosted Signing Field” checkbox is checked.

7. Set the “Callback URL EchoSign to Salesforce Site” value to the value of the “Secure Web

Address” you copied from the site configuration above.

Make sure the address prefix is ‘https’ and not ‘http’. Hosted signing will not allow using http.





Configure the EchoSign API key

The first time you send an agreement for hosted signing, you will need to configure your account’s API

key.

The get your API key, follow the steps below:

Select ‘EchoSign’ from the menu at the top right corner

Open the “EchoSign Admin” Salesforce Tab

Click the “Configure Your Account” link.

Click the “EchoSign API” tab

If you do not yet have an API key on the page, Click “Enable API”

Copy the “API Key” value, you will need it in the next step.

Contact EchoSign Support ([email protected]) to enable your API Key for use from

Salesforce.

mailto:[email protected]





Send your first Hosted Signing agreement

Create a new EchoSign Agreement (see Sending an Agreement below) and check the “Host Signing for

the first Signer” checkbox.

After clicking “Send for Signature” you will be asked to put the API key in the following screen

Click “Save”, then re-send the agreement.

Congratulations! You have successfully installed EchoSign-for-Salesforce

Please follow the steps in the next section to complete basic customization





Basic Customization

Show the Agreements list on the Contact, Opportunity, Account, Leads and

Contracts page layout The instructions below describe how to associate Agreements with a Contact object, but they can be

applied to any other object referenced from the Agreement object – Opportunities, Accounts, Leads and

Contracts.

Go to Setup / Customize / Contacts / Page Layouts

Click ‘Edit’ next to Contacts Layout





Click on ‘Related Lists’ then drag and drop the ‘Agreements’ list to the desired place on the page

layout

Click ‘Save’

Select EchoSign Agreements Page Style Version 9 of EchoSign for Salesforce allows you to choose between two page styles allowing you to

create, edit and view agreements. For more information about both pages’ user experience see Sending

an Agreement below.

The ‘EchoSign Agreement Advanced’ page (Default)

This page allows you to create an EchoSign Agreement on a single page – specify recipients, names the

agreement, select options, attach files and send. This page also gives you more flexibility in specifying

the number and type of recipients for each agreement. However, this page does not allow you to add

custom fields or customize the page layout.

The ‘EchoSign Agreement’ page

This page uses the Salesforce.com page layout to view and edit the agreement. Creating a new

agreement requires a few more clicks -- creating an agreement, saving it and then attaching files on a

separate screen. This page allows you to customize the page layout (adding and removing fields and

options) but does not provide the same flexibility in choosing the number and type of recipients as the

Advanced page.

To use the standard page instead of the advanced one, follow the instructions in the following sections:

1. Changing the Agreements Page Style

2. Setting the EchoSign Agreement page layout





Changing the Agreements Page Style

Go to Setup / Create / Objects

Click on ‘Agreement’

Click ‘Standard Buttons and Links’

Changing the Page to use the ‘EchoSign Agreement’ Page

Click ‘Edit’ next to the ‘New’ button and set it to ‘Standard Salesforce.com Page’

Click ‘Edit’ next to the ‘Edit’ button and set it to ‘Standard Salesforce.com Page’

Click ‘Edit’ next to the ‘View’ button, select the ‘Visualforce Page’ and select ‘EchoSign

Agreement’ from the list





At the end of the process, you should have the following setup:

Changing the Page to use the ‘EchoSign Agreement Advanced’ Page

Click ‘Edit’ next to the ‘New’ button and set it to ‘No Override (use default)’

Click ‘Edit’ next to the ‘Edit’ button and set it to ‘No Override (use default)’

Click ‘Edit’ next to the ‘View’ button and set it to ‘No Override (use default)’

At the end of the process, you should have the following setup:





Setting the EchoSign Agreement page layout

If you choose to use the ‘EchoSign Agreement’ page, follow the instruction below to ensure your

Salesforce.com page layouts are properly configured

This section only applies to customers with Salesforce.com Enterprise and Unlimited editions.



Click ‘Page Layouts’ and then ‘Page Layout Assignment’





Click ‘Edit Assignment’, select all the profiles, select ‘Agreement Layout Enterprise / Unlimited’

from the drop down list and click ‘Save'





Using EchoSign for Salesforce

Sending an Agreement

Send using the ‘EchoSign Agreement Advanced’ page (default)

Create a new agreement by clicking ‘New’ on the Agreements tab or on the Agreements related list in

one of the relevant related objects (Contact, Opportunity, Lead, etc.)

1. Specify recipients

2. Name the agreement, type a message, select signature type and language

3. Select relevant sending options

4. Attach files from your computer or from the Salesforce Documents tab.

5. Click ‘Send for Signature’





Send using the ‘EchoSign Agreement’ page

Create a new agreement by clicking ‘New’ on the Agreements tab or on the Agreements related list in

one of the relevant related objects (Contact, Opportunity, Lead, etc.)

1. Specify recipients

2. Name the agreement, type a message

3. Select signature type, language and other relevant sending options

4. Click ‘Save’

5. On the next screen, attach files from your computer or from the Salesforce Documents tab.

6. Click ‘Send for Signature’





Using EchoSign Forms EchoSign allows you to use interactive forms to collect data from your signers, position signature and

initial fields in your documents, collect two-party information from both sender and signer and more.

You can create your own EchoSign template library by storing EchoSign forms and templates in your

Salesforce Documents tab.

EchoSign Smart Forms allow you to enjoy the following benefits:

The best signing experience – EchoSign’s signing wizard guides signers through the documents

so they can easily sign any form.

100% web-based. Allow your customers to sign without having Adobe Reader installed.

Set locations for customers to sign and initial documents

Collect data from signers that can later be pushed back into your Salesforce account.

Enables EchoSign’s Advanced and Biometric signature options

For detailed information on creating EchoSign Smart Forms using Adobe PDF forms, please refer to the

our Smart Forms Tutorial

You may also create EchoSign forms by adding special text tags in any document you send through

EchoSign (Word, PDF, Text, etc.). For more details read our Text Forms Tutorial.

https://secure.echosign.com/doc/SmartFormsTutorial.pdf

https://secure.echosign.com/doc/TextFormsTutorial.pdf





Merge and Update Salesforce.com Data using EchoSign Data Mappings Merge Salesforce.com data into your documents, send them for signature and update data collected

from signers back to Salesforce.com. For example:

Merge the signer’s address into the document.

The signer updates their address while signing.

The updated address is be pushed back to Salesforce

For more details, contact EchoSign Support.





What’s new in EchoSign-for-Salesforce v10

New User Experience The new user experience is easier to use and is more flexible than ever.

Create an agreement, attach files and send for signature from a single page.

Select any recipient type – Contact, Lead, User or just type an email address.

Allow sending a document for Fax Signature to a recipient’s fax number

Use Salesforce Settings to control EchoSign’s behavior and the content of the EchoSign Toolbar.

See EchoSign for Salesforce Custom Settings for more.





Hosted Signing Hosted signing allows the sender to get a signature from a signer when they meet in person. Using this

option will launch the signing experience for the first signer and let them sign the agreement without

having to click the link in an email sent from EchoSign.

Attached files from the Salesforce Library EchoSign now supports attaching files stored on the Salesforce Documents tab as well as uploading files

from your computer. You can store EchoSign document templates in the Salesforce Library and have

your entire team use them.





Advanced Customization Options

Add EchoSign Agreements to other Page Layouts You may associate EchoSign Agreements with Salesforce objects of your choosing (standard or custom

objects). This will enable you to create Agreements that are linked to those objects and will show all the

Agreements relates to an object on that object’s page.

The instructions below describe how to associate Agreements with a Quote object, but they can be

applied to any other object in your Salesforce Organization.



Click ‘New’ on ‘Custom Fields & Relationships’





Select ‘Lookup’, Click ‘Next’

Choose ‘Quote’ from the drop-down list. Click ‘Next’

Click ‘Next’ in steps 3, 4 and 5





In Step 6, ensure that the ‘Add Related List’ check box is checked, then click ‘Save’.





Custom Address Fields Adding custom fields and custom address fields to the Agreement page layout is supported only when

using the ‘EchoSign Agreement’ page and not the default ‘EchoSign Agreement Advanced’ page. See

Select EchoSign Agreements Page Style for more.

Add fields like ‘Customer’, ‘Sales operations’, ‘Accounting’, etc. to the EchoSign Agreement Object and

use them to specify signers instead of the standard ‘Recipient’ and ‘Additional Recipients fields.

Once you add the required custom fields to you EchoSign Agreement page layout, update the “Override Recipient Field List” Setting with the list of those fields’ API names. To get a field’s API name, go to Setup / Create / Objects and click on the ‘Agreement’ object. Then find the field you’d like to use in the ‘Custom Fields and Relationship’ list. The Field’s API name can be found in the “API Name” column on the list.

See EchoSign for Salesforce Custom Settings for instructions how to update the “Override Recipient Field List” settings.





EchoSign for Salesforce Custom Settings Settings allow you to change the behavior of EchoSign for Salesforce and customize it to fit to your

business needs.

EchoSign for Salesforce supports two types of custom setting groups

“EchoSign Settings” controls which features are exposed and allows setting the application’s

behavior

“EchoSign Toolbar Settings” controls which button appear in the EchoSign Toolbar.

Settings can be set for the entire Salesforce organization or for specific users and profiles

Default Organization Level Settings These settings affect all users and profiles in the organization, unless their settings override the default

organization level settings (see below)

1. Click on your Name on top corner of page


3. Click on the “EchoSign Settings” or “EchoSign Toolbar Settings” link, as appropriate.

The examples below show “EchoSign Settings”

4. Click on the Manage Button







6. Set the appropriate settings. Click ‘Save’

For more details on each settings, see ‘Available Settings’ below





Settings for specific users and profiles Follow steps 1-4 above.

5. Click the ‘New’ (above the ‘Setup Owner’ table) to create custom settings for specific Users or Profiles

that override the Default Organization Level (if defined).

6. Choose the user or profile you’d like to change these settings for and set values for the appropriate

settings.

For more details on each settings, see ‘Available Settings’ below

Available EchoSign Settings

EchoSign Settings

Add Signed PDF to Attachment List

Check this box if you’d like EchoSign to add the signed contract as an attachment to the Agreement

attachments list.

Callback URL EchoSign to Salesforce Site

Setting this box is required when "Enable Hosted Signing Field" is checked.

Disable ‘Contact’ Recipient Type

Setting this box will hide the option to select a Contact as a recipient .

Disable ‘Email’ Recipient Type

Setting this box will hide the option to type an Email address as a recipient.





Disable ‘Lead’ Recipient Type

Setting this box will hide the option to select a Lead as a recipient.

Disable ‘User’ Recipient Type

Setting this box will hide the option to select a USer as a recipient.

Enable Recipient Signing Order Field

Setting this box will show the "Recipient Signing Order" field on the “EchosignAgreementAdvanced”

page. For Future Use

Enable Send Written Signature To Fax

Setting this box will attempt to use the recipient’s fax number instead of their email address when

sending an agreement for fax signature.

Enable Suggest Revisions Field

Setting this box will show the "Allow recipients to suggest revisions" field on the

“EchosignAgreementAdvanced” page.

Enable Hosted Signing Field

Setting this box will show the " Host signing for the first signer" field on the

“EchosignAgreementAdvanced” page.

Override Recipient Field List

Allows to change the default set of agreement fields that determine which Agreement fields are used

when sending an agreement for signature. When used, this setting should contain a list of comma-

separated API field names.

Note: This setting does NOT apply to agreement sent with the “Hosted Signing” option selected.

EchoSign Server URL Override

Used for testing purposes only. Do not edit the value of this setting without consulting EchoSign

support.

Reset API / Security Key

Use this only to change the EchoSign API key used from Salesforce.

Please DO NOT check this box before discussing implications with EchoSign Support





EchoSign Toolbar Settings Toolbar settings allow you to control which EchoSign toolbar actions will be available in your account.

You may create different toolbar settings for different profiles or users.

Default Organization Level Setting

Follow the steps below to create your default EchoSign Toolbar Settings for the account.

1. Click on your Name on top corner of page


3. Click on the “EchoSign Toolbar Settings” link

4. Click on the Manage Button



6. Set the appropriate settings. Click ‘Save’

Settings for specific users and profiles

To set different toolbar settings for specific users and profiles, follow steps 1-4 above.

5. Click the ‘New’ (above the ‘Setup Owner’ table) to create custom settings for specific Users or

Profiles that override the Default Organization Level (if defined).

6. Choose the user or profile you’d like to change these settings for and set values for the

appropriate settings.

Available Toolbar Settings

Cancel (Draft)

Available only when an agreement was not yet sent. Clicking this button would delete the agreement in

Salesforce. This button is hidden by default.

Cancel Agreement

Cancels an agreement after it was sent for signature, but keeps the record in Salesforce.

Delete Agreement

Cancels an agreement after it was sent for signature and deletes the record from Salesforce.

Save Agreement

Saves the agreement.

Send Agreement

Sends an agreement for signature.

Send Reminder

Send a reminder to the current signer.

Update Status

Queries EchoSign to update the status of the agreement in Salesforce.

View Agreement

Opens the EchoSign ‘View Agreement’ page allowing the user to view it and perform additional tasks.





EchoSign Real-Time Quotes Integration Send a Real Time Quote for signature in seconds! Just choose the version of the Quote PDF and create

an EchoSign agreement with the Quote attached and ready to be sent.

EchoSign Real Time Quotes Integration is FREE for EchoSign customers and is available for download

from the AppExchange here.

EchoSign Chatter Integration EchoSign is now Chatter Enabled! Know the second any deal is signed, get real-time updates of changes

in agreements' status and collaborate across your organization to close more deals.

EchoSign Chatter Integration is FREE for EchoSign customers and is available for download from the

AppExchange here.

http://sites.force.com/appexchange/listingDetail?listingId=a0N30000003GtTcEAK

http://sites.force.com/appexchange/listingDetail?listingId=a0N30000003GKS6EAO





EchoSign for Salesforce Professional Edition - Additional Installation

Steps If you are using Salesforce Professional Edition, please make sure to follow the following sections after

completing the standard installation instructions.

Adding Fields to the Agreements Page Layout



In the Page Layouts section, click ‘Edit’ next to the Agreement Layout Professional





Drag and drop the following fields into the page layout

o Recipeint (User)

o Additional Recipient 1 (User)



o Enable Automatic Reminders

o Recipient Addresses

Click ‘Save’

Adding Fields to the EchoSign Recipient Page Layout


Click on ‘EchoSign Recipient

In the Page Layouts section, click ‘Edit’ next to the EchoSign Recipient Layout Professional

Drag and drop the following fields into the page layout

o Agreement

o Contact

o Email Address

o Lead

o Order Number

o Person Account

o Recipient Type

o useEmailAddress

o User

Click ‘Save’

Congratulations! You have successfully installed EchoSign-for-Salesforce

Please follow the steps in the Basic Customization Section to complete customization