Linking your Signeasy account with Salesforce

Once the Signeasy add-on has been installed, to activate the subscription, please follow the steps below. 

• The administrator will get a notification/email once the Signeasy package has been installed. 

• The administrator will need to go to the app launcher and click on Signeasy Setup

• Once present in the setup screen, the administrator will be asked to provide their Signeasy credentials

• Please note that the administrator will have to log in with the Signeasy administrator account.

• Once the steps are complete the administrator will now be able to access the Signeasy account and templates.