Documentatie
Documentatie bekijken
Documentatie
Hulp & documentatie
Blader per categorie en gebruik de zoekbalk in de zijbalk om artikelen in deze bibliotheek te vinden.
Installation & Setup
- InstallationEverything a Salesforce Admin needs to deploy @Sign. Detailed instructions on package installation, lightning component configuration, and secure data mapping.
- 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.
- Zoho Sign ConnectionLearn how to securely bridge your Salesforce environment with your Zoho Sign account. Configure OAuth, Remote Site Settings, and real-time status updates for automated document workflows.
- Sign TemplatesManage Zoho Sign templates directly within Salesforce. Use the @Sign internal editor to streamline your workflow, keeping document design and CRM data in one central location.
- 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.
- 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.
How-to
- How to grant login access for supportNeed help from the Adure support team? Follow these steps to grant temporary Salesforce login access so we can investigate and resolve your issue directly.
- How to use the LWC ComponentLearn how to send contracts, share form links, and track signing progress directly from any Salesforce record page using the @Sign Lightning component.