RSign for Salesforce

App Overview:

Adding the Send RSign and Send One-Click RSign buttons to your Salesforce objects makes it easy for users per message, or for admins to automate, from Salesforce. Each message returns legal and court admissible documents with e-signatures and a robust e-sign audit trail.

RSign for Salesforce includes a variety of:

pre-fill options, filling document fields automatically from Salesforce field data before sending for e-signature,
template automation rules, guided e-sign controls, notifications, dependencies, and other configurations,
back-fill options to populate Salesforce fields with e-sign status information as well as the final e-signed records.

Installation Tips:

When installing, select the option Install for all users
Assign the permission set to enable the RSign for Salesforce app for select users after the installation

Get Installation Link

Product Tour

How to Install

Install in Production:

Access the “Production” installation link and add it as an administrator here
Select Install for All Users
Assign the RSign Permission Set to the select users you want to access the application

Install in Sandbox:

Access the “Sandbox” installation link and add it as an administrator here
Select Install for All Users
Assign the RSign Permission Set to the select users you want to access the application

Access Admin Guide

Getting Started

Access Quick Guide How-to Install Video

Customer Stories

McKesson

HealthTech.

We’re helping McKesson bring medical device innovation to friends in need, faster, to improve their life outlook.

Acuity

Operations

We’re helping Acuity and its accountancy clients with critical e-communications when tracking your finances and assuring compliance.

TPx

LegalTech.

We’re helping TPx speed delivery of its world class communications IT services, to help your business thrive.

App Info

Version:

1.8

Languages Supported:

App Language: English. Configurable for additional languages.

Service Language (Messages, Receipts, etc.): Danish, Dutch, English, French, German, Italian, Latvian, Lithuanian, Polish, Portuguese, Spanish.

Minimum Requirements:

Operating System	Any
Browsers	Google Chrome, Mozilla Firefox, Safari and Microsoft Edge
Browser Version	Latest
Function model	Web based application that is used in Salesforce
Installation Components	7 Actions 75 Apex Classes 2 Apex Triggers 2 Apps 1 Asset Files 14 Button or Links 126 Custom Fields 4 Custom Metadata Types 10 Custom Objects 2 Documents 1 Document Folders 6 Languages 1 Lightning Pages 1 List Views 15 Page Layouts 1 Permission Sets 6 Remote Sites 28 RSign Details 23 Setting Master Data 4 Static Resources 2 Tabs 10 Time zones 3 Visualforce Components 12 Visualforce Pages
Install package	Web based installation
Uninstall	Salesforce package uninstall
Deployment	Single user, user group or company-wide deployment
Updates	Manual upgrades only
Requirements	Valid inbound and outbound email account. Salesforce Org. Administrative rights required for installation only.
Recommended email format	HTML or plain text (Rich Text not recommended)
Licensing	Per user, shared group of users, or usage-based
Feature customization	RMail Configuration tab
“Send RMail” Button location	In the email compose page, at the top right.

RSign for Salesforce

Product Tour