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.