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.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article