Documentation
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Documentation
Installation Setup
Articles in the “Installation Setup” category.
Installation Setup
- How to install @Sign
- Zoho Sign Connection
- WebhooksEnable Webhooks to trigger instant Salesforce updates when documents are viewed or signed. Learn how to configure Salesforce Sites and Zoho Sign for a truly live data experience.
- Sign MappingsAutomate your document workflows by mapping Salesforce fields to Zoho Sign templates. Eliminate manual data entry and ensure accurate, personalized contracts using @Sign’s core automation engine.
- Sign FormsExtend @Sign to external users with Sign Forms. Generate public URLs and hosted forms to collect signatures and data that sync directly back to your Salesforce records.
- LWC ComponentAdd the @Sign Lightning Web Component to your Salesforce record pages. Empower users to send documents, track real-time signature progress, and access files without leaving the record.
- Permission SetsLearn how to use our Managed Permission Set model to simplify Salesforce administration. Ensure secure, zero-configuration access to your CRM data with @Sign.