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Installation Setup
Articles in the “Installation Setup” category.
Installation Setup
- How to install @SignInstall @Sign from the Salesforce AppExchange. Install the @Core package first, then @Sign, with separate links for production and sandbox orgs.
- Zoho Sign ConnectionConnect @Sign to your Zoho Sign account with OAuth: Remote Site Settings for non-EU data centres, creating the Zoho OAuth app, and linking it to Salesforce.
- WebhooksEnable webhooks so Salesforce updates the moment a document is viewed or signed. Covers configuring Salesforce Sites and Zoho Sign for live status data.
- Sign MappingsAutomate document workflows by mapping Salesforce fields to Zoho Sign templates: no manual data entry, and accurate contracts every time.
- Sign FormsExtend @Sign to external users with Sign Forms. Generate public URLs to collect signatures and data that sync straight back to your Salesforce records.
- LWC ComponentAdd the @Sign Lightning Web Component to your Salesforce record pages so users can send documents and track signature progress without leaving the record.
- Permission SetsUse the Managed Permission Set model to simplify Salesforce administration: secure, zero-configuration access to your CRM data with @Sign.