Linking your Signeasy account with Salesforce

Modified on Tue, 8 Aug, 2023 at 6:55 PM

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.

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