Enabling Signeasy in different sections of Salesforce

Modified on Tue, 08 Aug 2023 at 06:56 PM

To add Signeasy to your existing Salesforce pages, please follow the below steps.

  • The administrator will need to go the the “gear icon” on the top right of the salesforce page

  • Please go to Signeasy in the page editor and drag and drop the Signeasy Envelope in the spot 

  • Once this is done, your team members will see the Signeasy Envelope section within the Opportunity, Contacts, Accounts page.

  • Please ask your team member to log in to their Signeasy account when prompted to and get started.

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