To install Signeasy add to your Salesforce, please follow the steps below.
Ask the admin to go to :
AppExchange Link
Please, Ask the admin to install in Sandbox for testing purposes and once satisfied
The install process is straightforward for a admin
Usually takes few minutes
Admin can go to “Setup” and check if the package is installed
Once installation is complete, the following permissions need to be provided to the install user
Signeasy Setup Administrator
Signeasy Template Manager
Signeasy Document Manager User
If the admin wants to enable the add on to a new Salesperson:
Signeasy Document Manager User
Installing Salesforce integration requires admin access.
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