RSign for Salesforce
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